Straightforward financial planning, with nothing to sell you
Juniper started because people wanted financial planning that was straightforward and unbiased. So that’s what we do. We don’t sell products. We work under the fiduciary standard, which means we act in our clients’ best interest.
One of the most worrying questions people have about retirement is whether they’ll be able to keep the same standard of living they enjoy today. Helping people plan for retirement, move into it, and find their way through it is the heart of our work.
It all starts with the Financial Dashboard Plan.
Investment management without costly products, commissions, or hidden fees
After reviewing thousands of advisor statements, it became clear that not every advisor puts their clients’ interests first. Juniper’s investment management service was created as an alternative to expensive products, commissions, and layers of hidden fees.
We build diversified portfolios from a mix of index funds, actively managed funds, ETFs, and individual securities, with a competitive fee based on the assets we manage for you. We also keep you informed about the economic and world events that affect them. For a sense of the conversations we have with clients, visit our Videos page.
Deep experience with investors, retirement plans, businesses, and families
Julie A. Price, Financial Planner
MBA, Pacific Lutheran University, Tacoma, WA
BBA, Finance, magna cum laude, Pacific Lutheran University, Tacoma, WA
Julie started Juniper as a Registered Investment Advisor in 2013 after working as a financial analyst contracted with Life Point Law. Before that, she worked as an investment analyst at Russell Investments and as a consultant at Spectrum Pension Consultants.
Her career spans work with institutional investors, retirement plan sponsors, attorneys, and financial planning clients. Today she brings that experience to individuals, families, organizations, and closely held businesses.
Julie meets clients at her office in Auburn, set up in her home as a quiet, private place to sit down and talk through your plans. She works with clients throughout the greater Puget Sound region.