We Help Provide the Clarity You Need Today For A More Confident Tomorrow.
![Jeff Juniper Headshot](https://juniperwealthmanagement.com/wp-content/uploads/2022/12/Jeff-Juniper-Headshot-scaled.jpeg)
Jeff Juniper
The Valley’s Conservative Fiduciary Financial Advisor
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
INVESTMENT MANAGEMENT PARTNERS
![Dean Zayed CEO, JD Dean Zayed CEO, JD](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/5.png)
Dean Zayed CEO, JD
![Mark Diorio, CFA Mark Diorio, CFA](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/6.png)
Mark Diorio, CFA
![Alex Bobin, CFA Alex Bobin, CFA](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/8.png)
Alex Bobin, CFA
![Matt Lovett, CCO Matt Lovett, CCO](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/9.png)
Matt Lovett, CCO
ADVANCED PLANNING PARTNERS
![Kevin Beauchamp Kevin Beauchamp](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/kevinn.png)
Kevin Beauchamp
![Jordan Smith, JD, LLM Jordan Smith, JD, LLM](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/jorda.png)
Jordan Smith, JD, LLM
![Marc R. Schechter Marc R. Schechter](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/marc.png)
Marc R. Schechter
![Chad Follett, CPA Tax Planning CPA, MBA in Taxation Chad Follett, CPA Tax Planning CPA, MBA in Taxation](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/1.png)
Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation
![James D’Loughy, Esq. James D’Loughy, Esq.](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/2.png)
James D’Loughy, Esq.
Business Planning, Estate Planning, & Asset Protection
![Stephen Roellin Stephen Roellin](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/4.png)
Stephen Roellin
Financial Planning
![Curtis Wells Curtis Wells](https://juniperwealthmanagement.com/wp-content/uploads/2021/11/curtis.png)
Curtis Wells
Financial Planning