Brian Vendig, CPA, President and Managing Executive of MJP Wealth Advisors, is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios.
Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him.
Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty.
Brian has 20 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science in business administration with a major in accounting and a minor in economics from Bucknell University.
Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. In 2018 and 2019, he was recognized on the Forbes Best-In-State Wealth Advisors list, which spotlights the top wealth advisors across the country; Brian is currently ranked #35 in Connecticut. In 2017 and 2018, he was a Five Star Wealth Manager award winner. In 2016, 2017 and 2018, Brian was named “Best Financial Advisor” in the Best of Hartford Magazine Readers’ Poll. In 2015, Rep. Magazine ranked him #35 on its list of “Top NextGen Independent Broker Dealer Advisors” under age 40 in the U.S. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth.
Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children in Fairfield, CT.