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.