Hi, I’m Tom Yeung, the founder of Jurnex Financial Advisors. I help people conquer their financial fears with one of the most powerful tools available: knowledge. That’s my job as an advisor, investor, motivator and friend.
We use a proven, three-stage process to help you navigate personal finances, wealth management and major life changes.
- Gain control over your financial mindset
- Prioritize and manage your expenses
- Organize and get more out of your investments
For over a decade, I’ve helped people just like you achieve financial well-being.
Want to learn more?
Despite having enough savings, many affluent people feel under-prepared in times of stress. That’s because people’s sense of financial security has a significant impact on their well-being. Studies have shown that people who feel financially secure score 25% higher on measures of overall happiness.
Major life transitions such as divorce and retirement often magnifies the stresses of life. As a top financial advisor in Washington DC, Maryland and Virginia, we will work with you to create a comprehensive financial plan. Regain confidence about your financial future today.
How We Work
At Jurnex, we use a three-stage process that will guide you 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.
Find a happy medium between spending and saving
It’s just as easy to overspend as it is to underspend. But with a plan that’s easy to follow, you’ll know you’re on track to saving enough for retirement and balancing for today’s needs.
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. Learn what it takes to become an expert investor.
Jurnex was founded by Tom Yeung, a Princeton graduate and CFA® charterholder with more than a decade of experience in helping people through life transitions.
We focus on serving women, their families, and underrepresented minorities. That’s because we understand the importance of having the right support network that cares for people. Especially those overlooked by others in the industry.
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.
We focus on helping people. In addition to financial planning, we specialize in divorce, widowing, LGBT financial planning, wealth management and asset management