- JEDI is a boutique management consulting firm and Registered Investment Advisor that seeks to generate long-lasting client and professional relationships by providing value-added services. All of our work efforts and reports are customized for each Client because there
is no "one size fits all" approach.
- Clients will generally be working with one or more of JEDI’s principals, regardless of the engagement. The majority of JEDI’s business is derived from satisfied Clients and other professionals who know us and the quality of our services. Client referrals are always available upon request.
- JEDI has over twenty years of broad experience in personal financial and business planning. Our due diligence and research efforts enable us to know our Clients well and work to assist them in meeting their goals and objectives.
- JEDI does not sell or promote any investments, financial products or deals to its clients. There are no hidden costs when clients engage us. We are an independent, fee-based firm that operates without conflicts of interest or hidden biases. Our primary interest is doing what’s best for the Client.
- JEDI simplifies a Client’s financial life by acting like the coach of a football team. We provide ongoing education on various topics within personal financial and business planning so that Clients continually learn new information. When necessary, we are able to work with and recommend one or more individuals and firms in related areas that may have expertise outside of our core competencies.
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