About Jeff Juniper

Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC. His firm has been assisting individuals, families, and businesses with their financial challenges since 1995. Jeff is passionate about his work, and he believes that it’s essential to show empathy towards clients. He often quotes, “People don’t care how much you know until they know how much you care.”

Through his interactions with various business owners, executives, professionals, and families, Jeff has noticed a common issue. Many of them lack a comprehensive financial, tax, and estate plan. Additionally, their financial advisor, CPA, and attorneys rarely communicate with each other. According to a recent survey by the American Institute of Certified Public Accountants, 76% of CPAs clients desire a more proactive approach from their CPA.

As a Fiduciary and a licensed series 65 Investment Advisor Representative, Jeff’s main focus is to review each client’s current financial, tax, and estate situation. This includes evaluating a client’s Investments, Tax Efficiency, Business Tax Minimization, and Estate Plan and then educating them on whether they are on track or could make improvements. His objective is to inform, educate, and direct a client to help put them on a path to succeed with confidence.

Jeff is a proud father of three successful children with 4 grandsons and 2 granddaughters. He enjoys football, basketball, boating, off-roading, and traveling in his free time.