The journey starts with you.

Since 2008, Juniper Wealth Advisors has focused on serving individuals and families exclusively. We believe that sound investing and legacy planning starts with addressing the needs of the individual or family unit, and creating a plan that has an exponentially positive effect for the extended family, the community, and the larger world. The services we offer make this possible:

Values-Based Investment • Portfolio Management

Estate Planning Strategies Charitable Giving • Insurance

Tell Us What You Need