IMPORTANT Disclosures

Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. MJP Wealth Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission.

Form CRS - read MJP Wealth Advisors’ Form CRS

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AWARD AND RECOGNITION DISCLOSURES

Third-party awards, rankings, and recognitions are not indicative of future investment performance or success and should not be interpreted as a guarantee that any client or prospective client will achieve similar results. These recognitions are not endorsements by clients and do not reflect the experience or evaluation of any individual client.

AdvisorHub Advisors to Watch – 250 RIAs (2024-2026)

AdvisorHub's Advisors to Watch rankings recognize financial advisors based on three primary criteria: (1) the scale and quality of their practice, (2) year-over-year business growth, and (3) professionalism, including regulatory history, experience, credentials, community involvement, and team composition. Investment performance is not a criterion for the ranking. Eligible advisors must have at least seven years of experience, a minimum of $150 million in assets under management, at least two years with their current firm, and a satisfactory regulatory record. MJP Wealth Advisors did not pay a fee for inclusion on this list. For additional information, please visit: https://www.advisorhub.com/advisors-to-watch-rankings/.

USA TODAY Best Financial Advisory Firms (2026)

The 2026 USA TODAY Best Financial Advisory Firms list, developed with Statista, recognizes top Registered Investment Advisers (RIAs) based on Assets Under Management (AUM) growth and recommendations from industry peers and clients. Eligibility requires SEC registration, a clean disciplinary record, and >$500k AUM. MJP Wealth Advisors did not pay a fee for inclusion on this list.

Forbes Best-in-State Wealth Advisors (2018-2026)

The Forbes Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as industry experience, client retention, review of best practices, credentials, compliance records, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com.

Barron’s Top 1500 Financial Advisors (2026)

This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2024-Sept 2025. Neither MJP Wealth Advisors nor its Financial Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on a formula that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. MJP Wealth Advisors is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For Barron’s Top Advisor methodology, click here.

Hartford Business Journal's List of Top Wealth Management Firms (2023-2026)

Ranking information provided via advisor survey. Ranked by local assets under management, then local licensed advisors. Firm AUM for ranking was as of 12/31/24. MJP Wealth Advisors does not pay a fee for inclusion on this list.

Forbes America’s Top RIA Firms (2023-2025)

Forbes America’s Top RIA Firms ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion.SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.

Financial Advisor Magazine 2025 America's Top RIAs List (2022-2025)

Financial Advisor (FA) Magazine’s RIA survey is a ranking based on assets under management as of December 31, 2024 of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA’s survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. MJP Wealth Advisors did not pay a fee to be included in the ranking.

AdvisorHub Advisors to Watch - 100 Advisors (2023)

Financial Advisor (FA) Magazine’s Top 50 Fastest Growing RIAs (2022)

Financial Advisor (FA) Magazine's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor magazine's 2022 RIA survey. Firms with under $500 million will be included the FA's expanded 2022 online RIA survey. This methodology also applies to the 50 Fastest Growing Firms list.