MJP Wealth Advisors Ranked as one of Financial Advisor’s Fastest-Growing Firms in 2020
MJP Wealth Advisors is honored to be recognized on Financial Advisor’s Top 50 Fastest-Growing Firms list, as well as on its 2020 Annual RIA Ranking. This recognition signifies our continued commitment to client service and our ongoing growth as one of the largest independent RIAs in Connecticut. Financial Advisor magazine is a prestigious journal that covers cutting-edge trends in the financial industry, advanced planning strategies, and investment techniques for high-level wealth management. Each year, Financial Advisor publishes an assessment of top RIA firms and fastest-growing RIA firms in the US.
Prioritizing growth to better serve our clients
Growth takes commitment, and not every firm is up to the challenge, especially in these uncertain times. But we know just trying to “get through” is not enough for us or for our clients. We continue to grow, so we can help clients meet their financial goals. Here’s how we stay in a growth mindset, working to serve clients better:
Building a team with experience and expertise
We continue to grow our team of professionals, who have a wide range of education and experience in the financial industry. This allows us to provide comprehensive services, including holistic financial planning, sophisticated investment management, and tax mitigation planning to help our clients protect and grow assets.
Staying up to date with technology and services
Last year, we launched a new website. This upgrade to our online presence was designed to better serve our clients, with online tools and platforms that empower them to take an active role in understanding and managing their financial lives. We also increased and enhanced our communication, with thought leadership and guidance to keep clients informed of the changing financial landscape.
Commitment to our community
We maintain two Connecticut locations because we always want to be there for our clients, and in each location, we demonstrate our commitment to the community through service. Our team dedicates time and skill to charities and organizations such as Family & Children’s Agency in Norwalk, the Boys and Girls Club of Hartford, and local chambers of commerce. Being an active member of our communities—on and off the clock—is a key part of our philosophy at MJP. MJP Wealth Advisors will continue to grow so we can offer clients more, even in challenging times. We’re proud to share this news.