JNJ & Associates Ltd is a comprehensive financial advisory firm dedicated to supporting startups, family-owned businesses, and investors in private companies.

With over 70 years of experience in income and estate tax planning, M&A due diligence and succession/continuity planning, JNJ has leveraged the knowledge and experience of its founders to offer its advisory services to family-owned businesses, startups, investors in private companies, and wealthy families.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC: TLG Advisors, Inc. Registered Investment Advisor.

JNJ delivers integrated and highly personalized solutions to simplify the financial lives of our clients. We provide strategic financial planning, tax advisory, wealth transfer planning, insurance and risk management and fractional CFO services.  Our founders are established experts solving for an array of unique planning challenges for:

Entrepreneurs & Industry Innovators,
Multigenerational Families,
Women Wealth Creators and Inheritors,
Creators & Entertainers,
C-Suite Executives,
Business Owners and Business Owning Families

JNJ & Associates, Ltd

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JNJ & Associates, Ltd

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