CELEBRATING 45 YEARS · 1981-2026 Empowering your Wealth. Redefining your future.
Comprehensive wealth management. Independent, FIDUCIARY ADVICE.
MJP Wealth Advisors brings wealth planning and disciplined investment management together in a personalized approach built around your goals, your family, and your priorities.
As an independent, fee-only registered investment advisor (RIA), we provide objective advice and comprehensive wealth management solutions with your best interests at the center of every recommendation.
Founded in 1981, we have spent more than 45 years building lasting relationships with individuals, families, and businesses, helping them navigate financial decisions and build, preserve, and transfer wealth across generations.
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.
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HOW WE CAN HELP
Your financial needs evolve throughout life. Discover how personalized advice and comprehensive wealth management can help you navigate important decisions and plan for what comes next.
Looking for a More Personal Approach?
Financial decisions become more complex as your wealth and responsibilities grow. We take the time to understand your goals, bring your financial priorities into focus, and develop a personalized wealth strategy supported by ongoing advice and a relationship built on trust.
Seeking a More Coordinated Investment Strategy?
Your investment portfolio should reflect more than market conditions alone. We build disciplined, research-driven investment strategies around your objectives, time horizon, risk tolerance, and broader financial plan—helping you make informed decisions through changing markets.
Navigating Business and Personal Wealth?
As a business owner or executive, your professional decisions can have a significant impact on your personal financial future. We help you connect business and personal wealth planning, evaluate financial opportunities, manage risks, and prepare for the next stage of your life and career.
Strengthening Your Company's Retirement Plan?
A well-designed retirement plan can support your employees' financial futures while helping your business meet its objectives. We work with employers and plan fiduciaries on plan design, investment oversight, and participant education to support informed decisions and effective plan management.
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Ready to take the next step?
Contact us today to begin building your financial future tomorrow.
