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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.

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Spotting Credit Trouble

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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