MJP Wealth Advisors
Invested in Your Financial Future
MJP Wealth Advisors is a comprehensive wealth management firm that helps business-minded individuals plan for their financial needs now and into retirement. Founded in 1981, our firm provides integrated wealth management and investment services to individuals, families and business owners.
Our experts have nearly 80 years of combined experience helping clients like you manage wealth and achieve financial objectives amid diverse market conditions. Our holistic approach ensures that you benefit from the broad expertise of our team when we take care of your financial future.
At MJP Wealth Advisors, we strive to develop a deep understanding of your personal situation to build a customized strategy that is designed with your best interests, your unique needs, and your long-term goals in mind. We focus on establishing a goals-based partnership with you to ensure your plan is fully integrated with your lifestyle and financial circumstances.
As an independent Registered Investment Advisor, we are completely free from conflicts of interest and can offer you impartial, unbiased advice. Our investment and wealth planning recommendations are based solely on your individual needs and objectives.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Can you keep up with your children’s mobile slang?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers to our most pressing questions are right in our own backyards.