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 Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Being healthy not only makes you feel good, it may also help you financially.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
How do the markets usually react to elections? Was the 2016 election any different?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.