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JDH Wealth Management, LLC, a Registered Investment Advisor, was founded in 1999 by the partners of Linkenheimer LLP CPAs and Advisors: Timothy J. Delaney, CPA, John Jones, CPA, and Cecil Humes, CPA. JDH was created to provide a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and integrity, JDH serves as a Registered Investment Advisor to individuals, businesses, foundations, endowments, trusts, partnerships, not-for-profit organizations and retirement plans.
As your wealth management advisor, JDH Wealth Management joins you in the duty of fulfilling your mission both now, and in the future. We believe that strategic vision can be achieved when there is a commitment to a long-term plan. We begin our relationship with you by establishing and reviewing a written investment policy statement. We will assess your organization's current financial situation and help you gain consensus on goals and guidelines for the ongoing management of assets.
We welcome you to our web site and invite you to become familiar with how JDH Wealth Management is distinct in many ways. To name a few:
- Approach - You gain understanding and access to an investment approach based on Nobel Prize-winning research conducted by leaders within the financial academic community. Our advisors are in direct contact with many of these highly respected academics, who continue to contribute to the field of financial economics and who help shape the direction of our approach.
- Investment vehicles - Many of the investment vehicles recommended for implementing our approach are available only to institutional-level investors or via a qualified investment advisor such as JDH.
- Support services - JDH offers a wide array of additional services all focused on helping you achieve your primary financial objectives.
- People - All of us at JDH share a demonstrated commitment to creating an atmosphere that reflects the highest levels of integrity. You have access to a collection of skills and backgrounds that complement our investment advisory services.
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