MJP Wealth Advisors Surpasses $1 Billion in Assets Under Management

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MJP Wealth Advisors , an independent wealth management and financial planning advisory firm, today announced that assets under management have surpassed $1 billion.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Wednesday, September 28, 2022
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Banking, Professional Services, Finance, Bloomberg Television, The Wall Street Journal, Trust, FA, Â, Publication, CNBC, CPA, Financial adviser, Yahoo! Finance, Growth, Partnership, Forbes, Solution, RIA, MJP, Fox Business, Financial services
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CONNECTICUT, UNITED STATES, NORTH AMERICA
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MJP WEALTH ADVISORS
Summary
Key Points: 
  • MJP Wealth Advisors , an independent wealth management and financial planning advisory firm, today announced that assets under management have surpassed $1 billion.
  • At MJP Wealth Advisors, our dedicated team is committed to serving clients and we are excited to reach this notable milestone, said Brian Vendig, President of MJP Wealth Advisors.
  • With offices in Farmington and Westport, MJP Wealth Advisors has been recognized on the Forbes Best-In-State Wealth Advisors list for five consecutive years.
  • Founded in 1981 by Mort Potoff, MJP Wealth Advisors is an independent wealth management firm that creates customized, integrated investment strategies for financial growth, asset performance, wealth retention and wealth transfer.


MJP Wealth Advisors, an independent wealth management and financial planning advisory firm, today announced that assets under management have surpassed $1 billion.

“At MJP Wealth Advisors, our dedicated team is committed to serving clients and we are excited to reach this notable milestone,” said Brian Vendig, President of MJP Wealth Advisors. “On behalf of our team, I want to thank our clients for their trust and partnership and we look forward to continuing to help our clients achieve their financial goals.”

Founded in 1981, MJP Wealth Advisors develops customized financial solutions for each client’s needs. The firm’s advisory team provides wealth management, investment solutions, and comprehensive financial planning services to individuals, families, and businesses.

The firm’s customized financial plans include traditional, bespoke, and alternative investment strategies to help clients protect existing wealth and enjoy continued growth.

With offices in Farmington and Westport, MJP Wealth Advisors has been recognized on the Forbes Best-In-State Wealth Advisors list for five consecutive years. The firm was also named to Financial Advisor (FA) Magazine’s 2022 Top 50 Fastest Growing Firms list and 2022 RIA Survey & Ranking list.

About MJP Wealth Advisors

Founded in 1981 by Mort Potoff, MJP Wealth Advisors is an independent wealth management firm that creates customized, integrated investment strategies for financial growth, asset performance, wealth retention and wealth transfer.

Brian Vendig, CPA, AIF®, President 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 has over 25 years of experience in the finance and accounting industries. He frequently contributes market commentary to media outlets, and has appeared on CNBC, Bloomberg Television, Fox Business Network and Yahoo Finance. He has been interviewed by Barron’s, The Wall Street Journal and Forbes, among other publications.

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