A complete list of active advisors currently associated with JDH Wealth Management, LLC

Warmer can help you find a great advisor at JDH Wealth Management, LLC or one who fits your needs even better.

JDH Wealth Management provides investment management, financial planning, and participant-directed retirement plan services for individuals, trusts, qualified retirement plans and small businesses. The firm reports managing approximately $494.9 million on a discretionary basis and also advises on additional self-directed retirement account assets. The firm follows a consultative process to develop written investment policy statements, monitor portfolios, and hold regular review meetings, favoring long-term, passive asset-class strategies implemented primarily with mutual funds and Dimensional Fund Advisors (DFA) products. JDH manages discretionary accounts, may retain third‑party independent managers (including Focus Partners Advisor Solutions) for sub‑advisory or fixed‑income mandates, and uses tools such as Monte Carlo simulation when deriving asset allocations. Notable for a small advisory team, JDH manages a relatively large asset base per advisor and also operates as a licensed insurance agency, offering insurance products through its representatives. The firm maintains contractual relationships with Focus Partners entities for back‑office services, trade processing and succession planning, and may use interval funds and separately managed fixed‑income portfolios when appropriate.

To learn more about the advisors currently working at JDH Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.