Our Story
Our Mission
MJP Wealth Advisors is dedicated to empowering individuals and families to achieve lasting financial well-being. We forge trusted, long-term partnerships, providing personalized guidance and comprehensive strategies to grow, preserve, and transfer wealth, ensuring peace of mind and the realization of your most important life goals.
How it Started
In 1981, Mort Potoff started MJP Associates, Inc., now MJP Wealth Advisors, with a clear goal in mind: to take a hands-on, personal approach to financial management. As a privately-owed firm, MJP has always subscribed to a set of shared values that focused on caring for our clients. Mort wanted to ensure that clients always felt like they were part of a family – one that would always look out for their best interests. Over the years, MJP has grown and evolved, but the values instituted by Mort remain the same. Our clients trust us because we have proven our commitment to them time and again. The client-centered values established by Mort are shared by Brian, Michele, and the entire MJP team. Everyone who joins the team embodies the dedication to our client family on which MJP prides itself.
Where We’re Heading
Looking towards the future, we will continue to innovate for our clients in ways that capture the same creativity, energy and authenticity that has been the bedrock of MJP since its inception. We’ve worked with entire families over the years, earning the same trust from one generation to the next as we manage their financial futures.