WELCOME
Empowering your Wealth, Redefining your future.
Our family office approach goes beyond Traditional financial PLANNING.
Your financial journey is unique and we are here to support you every step of the way. We believe in a personalized, collaborative process that anticipates your evolving financial journey. Whether you are planning for your child’s education, preparing for retirement, diversifying your portfolio, or managing a complex estate plan, MJP Wealth Advisors offers a unique balance of sophisticated financial solutions and personalized attention to address your goals.
Founded in 1981, MJP Wealth Advisors has been providing wealth management solutions and investment strategies to individuals, families, and businesses for over four decades. As a fee-based, registered investment advisor (RIA), we are fiduciaries and always act in our clients' best interests.
OUR SERVICES
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Our team develops a comprehensive wealth plan to help you address every aspect of your financial life, combining financial planning solutions with innovative investment strategies.
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We offer bespoke, tax-efficient investment solutions tailored to your personal objectives, risk tolerance and liquidity needs.
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We streamline the process of transferring your assets to those who matter most – your loved ones, your business, and the charities you support – all while aiming to minimize taxes and fees to maximize the impact of your legacy.
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We identify potential risk exposures and tax mitigation strategies to develop an insurance plan designed to safeguard you, your family, and your business.
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Acting as a plan fiduciary, we help plan trustees design, implement, and manage all types of employer-sponsored plans.
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We offer a variety of short and long-term savings and lending solutions to manage your liquidity needs.
Learn More About Cash Management Solutions ›
HOW WE CAN HELP
Discover how our expertise can be tailored to meet your individual needs and goals.
Seeking a New Partner?
If you’re looking for a more tailored approach to financial planning, our dedicated team is ready to assist. Whether you’re navigating a major life transition or simply seeking more personalized attention, our experienced advisory team offers the expertise and custom guidance you need.
Ready to elevate your investment strategy?
Discover our strategic guidance and advanced investment solutions designed to enhance your financial portfolio. A well-crafted investment strategy takes a holistic approach, balancing security and risk to help you achieve optimal results.
Navigating business challenges?
As an entrepreneur or executive, you manage increasing responsibilities, financial complexities, and unique challenges and opportunities. Our insights help business owners and executives optimize their wealth, mitigate risks, and prepare for long-term success.
Optimizing your organization's retirement plan?
We design comprehensive retirement solutions that meet the needs of your employees and align to your company’s financial goals, tax strategy and long-term objectives. A well-structured retirement plan can help you attract and retain by providing your employees a clear path to retirement.
Ready to take the next step?
Contact us today to begin building your financial future tomorrow.
Empowering Your Wealth
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Redefining Your Future
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Empowering Your Wealth • Redefining Your Future •
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