Jdh Wealth Management, LLC

JDH Wealth Management, LLC, based in Santa Rosa, CA, has been providing advisory services since 2000. The firm, owned by Matthew Delaney and Ralph Jones, managed over $483 million on a discretionary basis as of December 31, 2024. JDH offers investment management services, utilizing a consultative approach to determine clients' needs, objectives, and risk profiles. The firm designs written investment policy statements, evaluates existing investments, and continuously monitors and reviews client portfolios. JDH primarily recommends portfolios of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors (DFA) offerings. The firm may also recommend fixed income portfolios and engage third-party separate account managers. JDH charges fees based on a percentage of assets under management, with annual minimum fees and billing frequency varying based on account size. Financial planning services are also available, with fees determined by the nature and complexity of each client's circumstances. JDH has a Code of Ethics, ensuring ethical conduct and supervising personal securities transactions. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and receive quarterly statements from the custodian holding their investment assets. JDH does not have any disciplinary information and provides financial planning, investment management, and retirement plan services to individuals, qualified retirement plans, trusts, and small businesses.