Our Mission

Our mission is to help our clients live more enjoyable lives.  We do this by creating and maintaining customized financial plans and utilizing advanced risk management techniques to grow and protect investment portfolios.

How We’re Different

DJP has a fiduciary responsibility to place client interests ahead of its own.  We are a fee only firm that provides sophisticated portfolio management by combining uncorrelated asset classes designed to maximize risk adjusted returns and absolute return strategies that aim to produce positive returns regardless of the direction of the financial markets.

• Fiduciary Responsibility
• Fee Only (No Commissions)
• Advanced Risk Management

It’s All About You

Tired of financial advisors that are not 100% focused on you?  We strive to truly understand your financial goals and objectives then build a personalized financial plan and implement a sophisticated investment strategy to meet your needs.