Hi, I’m Tom Yeung, the founder of Jurnex Financial Advisors. I help people master their finances with one of the most powerful tools available: knowledge.
Great financial management doesn’t mean you have to be treated the same or different from others. It means getting quality advice, delivered with the respect you deserve.
- Gain control over your financial mindset
- Prioritize and manage your cashflow
- Organize and get more out of your investments
Live your life to its fullest today.
Want to learn more?
Personal financial management is exactly that. It’s personal.
We recognize that every situation is unique. But that doesn’t mean you want others to treat you differently. An academic study of 100 men and women discovered that even if people act the same, getting treated differently can result in negative long-term consequences.
That’s why you can expect the same high-quality advice from us, no matter your background or situation. Together, we’ll create a comprehensive financial plan that works for you.
At Jurnex, we follow a three-stage process to guide people to financial well-being.
Change the way you think about money
Those who have healthy relationships with money view their savings with a sense of calmness and rationality. They understand the importance of cash generation and seek profit-producing investments. Many achieve financial independence relatively quickly.
Balance your cash generation and usage
A well-designed cashflow plan will help you save enough for tomorrow while funding today’s needs. Create a plan that prioritizes the things that matter most to you, whether that’s travel, retirement, children, or any other goal.
Diversify and generate income
Great investment plans not only diversify themselves across different asset classes and tax-advantaged accounts. They also look to generate income and grow with time. And the process begins by choosing dependable investments to hold for the long-run.
Jurnex was founded by Tom Yeung, a Princeton graduate and CFA® charterholder with more than a decade of experience in financial management.
We focus on serving people who want to walk their own path. That’s because we understand the importance of having the right support network for those who want to do things differently.
Planning your financial future can sometimes feel downright terrifying. But with the proper support, anyone can emerge stronger and more confident in your life’s amazing journey. And that includes YOU.
We understand that personal finances involves more than just investing a portfolio. It’s about creating a lifelong plan to protect you and your loved ones.
That’s why we start every client interaction with learning about you and the things that matter most to you. Using our detailed planning process, we’ll help you build your financial strategy from the ground up.
And as an independent firm, we proudly help our clients select the best investments for them. That’s because, unlike third-party firms, we can suggest only the products that are best suited for you.
How we work as a financial advisor and asset manager to help you seamlessly manage your wealth