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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Simple steps may help you foil hackers and protect your privacy.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Building wealth requires protection from the forces of wealth destruction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
You’ve made investments your whole life. Work with us to help make the most of them.