Welcome
JMD Consultants: Financial Consulting with a Personal Touch
At JMD Financial, we can help you plan your brighter future through our MAP: Meet, Align, Plan approach!
About
Planning Futures
Since 2012, JMD Financial has been dedicated to helping individuals create programs and portfolios tailored to meet long-term financial goals. We establish a mutually defined relationship based on clear priorities, realistic goals, and needs through our MAP Meet Align Plan approach.
Do you have questions about investments, taxes, retirement, or estate planning? One of our credentialed professionals at JMD Capital would be glad to assist you.
A Proven Approach
At JMD Financial, my overriding goal is to establish a two-way partnership that helps manage not just your finances but life itself. We utilize the M-A-P process (Meet-Align-Plan) to personally analyze your goals and needs in relation to your current situation. From there, we recommend strategies that align with the mutually agreed upon expectations, ensuring a comprehensive approach to your financial journey with JMD Capital.
Why Us?
At JMD Capital, we collectively bring over 90 years of experience from Wall Street, finance, and life. With more than 22 years spent on the institutional side of the business, I believe the experiences and relationships I have developed give me a distinct advantage. Together, we can leverage these resources to formulate a mutually agreed upon plan of action through our MAP Meet Align Plan approach. However, at JMD Financial, we also recognize that there is much more to life than just financial success. Investing is just one pillar of a solid foundation for growing our relationship. We take into account all aspects of comprehensive life planning, including insurance, tax, and estate considerations.
ABout Joseph DiGiammo
Joseph DiGiammo, CFP® (Founder & President)
PROFESSIONAL EXPERIENCE: Joe is a financial services professional with over 35 years of experience in financial consulting, sales, trading, financial planning, and management. He has worked at JMD Financial, previously at Morgan Stanley in New York City within institutional equities as a position trader and sales trader. In 2003, Joe opened Morgan’s first institutional trading desk in Boston, where he served some of the largest institutions and hedge funds in the industry. Following this, Joe spent over 5 years at UBS in Boston and 2 years at SIG, continuing in the same capacity. While Joe's core competency lies in cash equity trading, he is fluent in a variety of asset classes and has significant experience trading options and ETFs. An avid market technician, Joe employs charts and associated techniques in his analysis. As a financial planner, he takes a comprehensive approach that encompasses all pillars: Tax, Estate, Investments, and Risk (Insurance). Joe follows his M-A-P Process: Meet-Align-Plan, ensuring a thorough and tailored strategy for each client.
EDUCATION:
Certificate of Financial Planning-- Merrimack College, 2011;
CFP® M.B.A. – Fordham University School of Business, 2003.
B.A.- Bates College, Lewiston, ME, Class of 1993.