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Best Wealth Management Firm: JDH Wealth Management

"Preparing for retirement can be daunting, stressful and overcome one with a sense of dread at the prospect of entrusting another with their financial future. JDH Wealth Management eases its clients’ worries with a transparent staff and a Chief Security Officer—a guard dog named Molly. Matthew Delaney, wealth advisor and managing partner, says the “guard dog” helps clients put their guard down and build a relationship of trust; it’s a relationship translated into JDH Wealth Management being named Best Wealth Management Company of 2021 by NorthBay Biz readers."

*NorthBay biz magazine’s BEST Of the North Bay bonus edition is published by NorthBay biz magazine, an independent company unaffiliated with JDH Wealth Management, LLC. The annually-released awards bestowed by the magazine are based on the number of votes accrued in online and paper ballot voting each year between December and February. NorthBay biz solicits responses online, by paper ballot in their magazine, and through radio spot promotions. In order for each ballot to qualify they must vote for at least 12 categories out of a total 36 possible categories. Based on the top votes from the community Best Of (first place) and Gold Medal (second place) are awarded. JDH Wealth Management, LLC, did not solicit submissions and did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for JDH Wealth Management, LLC. Rankings should not be considered an endorsement of the wealth manager by any client, nor are they representative of any one client’s evaluation. Provided for informational purposes only. Please see for further information.

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