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.
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.
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.
Services
Our team is made up of experienced, dedicated professionals who value the trust and care it takes to build strong client relationships. Every member of our team brings a new perspective and a personal approach to enhance our company, and better serve our clients. Get to know us below.
Brian Vendig, CPA, AIF, 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 Vendig, CPA, AIF, 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.
Our clients are the most important aspect of our business, and client needs are the foundation of every interaction, meeting, new idea, and strategy. Our mission is to promote value, respect, communication, and commitment in every client interaction. Mort Potoff started MJP Wealth Advisors in 1981 with a clear goal in mind: to take a hands-on, personal approach to financial management.
At MJP Wealth Advisors, we believe in offering clients a combination of high-level investment solutions and personalized attention. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy continued growth.
As a client of MJP, you have our commitment to help you with all your financial planning needs- from the most complicated of investment solutions to simple questions about daily budgets or spending. We believe in open and ongoing communication with our clients and scheduling regular in-person review meetings to discuss investment strategy, financial objectives, and life cycle changes.
MJP Online Advisor Services provide a simplified, low-cost approach to help you and your family work towards your financial goals. Open the accounts that fit your needs and one of or advisors will assist you in selecting an investment strategy that focuses on diversification, tax-efficiency, and low fees.
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