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Our Philosophy

In our rapidly-evolving world, it’s crucial for modern investors to have comprehensive financial strategies that defend their best interests. Since 1984, The Just Company has connected clients with fully customized plans that integrate all areas of their financial lives. Working as a team, we strive to simplify the complexities of your financial situation so you can focus on the things you value most.

From Black Monday of 1988, to the Dot-com bubble of the 1990’s and the great recession of 2008, we have weathered uncertain markets and capitalized on the unique investing opportunities they present. Despite periods of economic change, our assets under management have steadily grown as investors put their trust in our disciplined process and heritage of excellence.

Our Principle

While our plans are always customized with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary, we are dedicated to serving you and your company’s best interests in every way. Placing your needs above our own, we strive to grow and protect your wealth so you can focus on what matters most.

Our Values

First and foremost, our independence is everything. Free from the constraints of outside interests, The Just Company operates exclusively on your behalf with fiduciary standards. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own.

With this foundation of objectivity, our team adheres to the CFP Board’s Code of Ethics in all that we do. As the industry’s highest standard of excellence, these principles embody our commitment to advancing our clients’ most cherished financial and lifetime goals.

Bound by integrity, we apply intellectual honesty and impartiality in each of our recommendations and solutions. While aligning our knowledge and experience with your financial objectives, we uphold our unsurpassed professionalism, confidentiality, and diligence through all stages of our partnership.