BRINGING BALANCE TO YOUR FINANCIAL LIFE

BRINGING BALANCE
TO YOUR
FINANCIAL LIFE

LET'S GET STARTED

Everyone has different financial needs, and those needs change over time. Whether you are planning for your children’s college and your own retirement, building a diversified portfolio to manage assets, or navigating a complex estate plan, MJP Wealth Advisors offers the perfect balance of sophisticated financial solutions and personal attention to meet those needs.

Awards

MJP Advisors named Top 50 NextGen IBD Advisors by REP.MJP Advisors named Best of Hartford Magazine 2016, 2017, & 2018MJP Advisors named Top Financial Advisers in 2018 by Financial TimesMJP Advisors receives Family Business Award from Hartford Business Journal

Forbes 2019 best-in-state

Founded in 1981, MJP Wealth Advisors provides wealth management, investment solutions, and comprehensive financial planning to individuals, families, and businesses. Our customized, integrated investment strategies are tailored to your needs, to build your financial future.

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Comprehensive Services Aligned with Clients Needs

Our clients benefit from the perfect balance: a strong team of investment professionals who can understand and implement the big picture, in a client-focused firm that treats you like one of the family. We provide life cycle planning — helping you to manage all the financial implications of a life that’s full of ups and downs.

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Our Process

Conversation

Collaboration

Strategy

Implementation

As an independent, family-owned firm, we build close relationships with each client, working with you to cultivate a shared vision. This vision fuels the strategy we use to develop your financial plan, so you can be assured that it fits your needs and goals. With our full range of advisory services, our clients can benefit from additional services as their financial needs evolve.

We are independent, which means we can tailor our services and offerings to each client’s needs. We also retain a research and investment due diligence relationship with an institutional Registered Investment Advisory (RIA) firm. This collaborative relationship gives us access to a high level of information on market cycles and trends, as well as support to develop sophisticated, customized investment strategies that enhance our clients’ portfolios.

It’s the perfect balance you need, to build the financial future you deserve.

Looking to have more input on your financial direction? Interested in honest, straightforward advice from a company that has taken the time to get to know you as a person before ever delving into money matters? Take a few minutes to try our free risk assessment and let’s start down the path together to a healthy financial future!

Receive a free risk assessment and start planning your financial future.