MJP Wealth Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
320 Post Rd W Ste 210, Westport, Connect...Phone Number
(203) 303-7036Website
www.mjpwealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About MJP Wealth Advisors
MJP Wealth Advisors specializes in wealth management, investment strategies, and financial planning services tailored for individuals, families, and businesses. Founded in 1981, the firm offers a comprehensive range of services including wealth planning, investment management, tax and estate planning, insurance solutions, retirement plan solutions, and cash management solutions. As a registered investment advisor, MJP acts as a fiduciary, ensuring that they always prioritize their clients' best interests. Their personalized and collaborative approach aims to support clients through various financial journeys, from education planning to retirement preparation.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
Company Profile Activity
Activity Insights
MJP Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
MJP Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MJP Wealth Advisors.
MJP Wealth Advisors Tech Stack
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MJP Wealth Advisors News & Media
MJP Wealth Advisors Named to the 2024 Forbes/SHOOK Top RIA Firms List
FARMINGTON, Conn.--(BUSINESS WIRE)--MJP Wealth Advisors, a registered investment advisor and wealth management firm, announced today that it has been named to the 2024 Forbes/SHOOK Top RIA Firms list. “This recognition is a testament to our team’s relentless commitment to providing personalized service and advice to clients. I want to congratulate our entire team for their work and dedication to making a positive impact on the lives of our clients,” said Brian Vendig, President and ChiefMJP Wealth Advisors President Brian Vendig Named to the 2024 AdvisorHub 200 RIAs to Watch List
FARMINGTON, Conn.--(BUSINESS WIRE)--MJP Wealth Advisors, a registered investment advisor and wealth management firm, announced today that its President and Chief Investment Officer, Brian Vendig, has been named to the AdvisorHub 200 RIAs to Watch list for 2024. “I am humbled to be named to this list of advisors and want to thank our entire team for their support and commitment to serving clients,” said Vendig. “MJP Wealth Advisors has been providing the highest quality financialMJP Wealth Advisors President Brian Vendig Named to the 2024 Forbes Best-In-State Wealth Advisors List
FARMINGTON, Conn.--(BUSINESS WIRE)--MJP Wealth Advisors, a registered investment advisor and wealth management firm, announced today that its president, Brian Vendig, has been named to the Forbes 2024 Best-in-State Wealth Advisors list. Brian ranks #40 in Connecticut among high-net-worth advisors. “I am honored to be named to this prestigious list of advisors once again and want to congratulate our entire team for this incredible achievement,” said Brian Vendig, President of MJP Wealth AdvisorsMJP Wealth Advisors Named to the Forbes/SHOOK Top RIA List
FARMINGTON, Conn.--(BUSINESS WIRE)--MJP Wealth Advisors, a wealth management and financial planning advisory firm, today announced that it has been named to the 2023 Forbes/SHOOK list of America’s Top RIA Firms. “It is an incredible honor to be recognized as one of the nation’s top RIA firms,” said Brian Vendig, President of MJP Wealth Advisors. “I would like to congratulate our entire team for this industry acknowledgement. We are solely focused on helping clients achieve their
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MJP Wealth Advisors specializes in wealth management, investment strategies, and financial planning services tailored for individuals, families, and businesses. Founded in 1981, the firm offers a comprehensive range of services including wealth planning, investment management, tax and estate planning, insurance solutions, retirement plan solutions,... Read More
