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We Help Provide the Clarity You Need Today For A More Confident Tomorrow.

Jeff Juniper
The Valley’s Conservative Fiduciary Financial Advisor

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MEET OUR FOUNDER

Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC which has been helping business owners, professionals & families with their financial challenges since 1995. Jeff has a passion for helping people achieve their dreams in the most meaningful, tangible ways possible. He says, “People don’t care how much you know until they know how much you care.”

Jeff is driven by his interactions with the many clients who come to him for advice because he’s discovered a disappointing and yet common theme. Many of the people he works with don’t have a proactive, encompassing, stable financial plan. Most of the time, he’s had to put the fractured pieces of people’s financial plans together—pieces that, in a good plan, should never be separated. While most financial planners may be content with letting a disorganized plan sit and provide generic advice with generic products, Jeff gets into the weeds to help construct a plan built to withstand whatever the future may throw at it!

To hear more about Jeff’s experience and the process he’ll bring to your retirement plan, talk with him today!

YOU DESERVE FINANCIAL CONFIDENCE

MEET OUR TEAM

OPERATIONS & MARKETING TEAM

Laura Gardner

Laura Gardner
Client Services Professional

Madelyne Dingus

Madelyne Dingus
Operations Manager

INVESTMENT MANAGEMENT PARTNERS

Dean Zayed CEO, JD

Dean Zayed CEO, JD

Mark Diorio, CFA

Mark Diorio, CFA

Alex Bobin, CFA

Alex Bobin, CFA

Matt Lovett, CCO

Matt Lovett, CCO

ADVANCED PLANNING PARTNERS

Kevin Beauchamp

Kevin Beauchamp

Jordan Smith, JD, LLM

Jordan Smith, JD, LLM

Marc R. Schechter

Marc R. Schechter

Chad Follett, CPA Tax Planning CPA, MBA in Taxation

Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation

James D’Loughy, Esq.

James D’Loughy, Esq.
Business Planning, Estate Planning, & Asset Protection

Stephen Roellin

Stephen Roellin
Financial Planning

Curtis Wells

Curtis Wells
Financial Planning