MJP Wealth Advisors
- Company typePrivate
- Founded1981
- HeadquartersWestport, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
MJP Wealth Advisors firmographics
Firmographics- Name
- MJP Wealth Advisors
- Legal name
- MJP Associates, Inc. dba MJP Wealth Advisors
- Website
- https://mjpassociates.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
MJP Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where MJP Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Westport
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
MJP Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory Fees: Fee-only investment advisory services where the firm acts as a fiduciary. The firm is described as a fee-only RIA, suggesting revenue is generated through advisory fees rather than commissions on financial products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom fee structures based on client needs and assets under management |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
MJP Wealth Advisors product offering
Product offeringCore offering
MJP Wealth Advisors is a fee-only, fiduciary registered investment advisor that delivers personalized wealth management to high-net-worth individuals, families, business owners, executives, and employer retirement plan sponsors. Its core offering combines comprehensive wealth planning, bespoke tax-efficient investment management, and coordinated tax, estate, insurance, retirement plan, and cash management solutions under a single family office-style engagement.
Product overview
MJP Wealth Advisors offers a unified suite of six integrated wealth management services delivered through a family office approach. The core offering centers on Wealth Planning combined with Investment Management (tax-efficient, bespoke portfolio solutions), supported by specialized services in Tax & Estate Planning, Insurance Solutions, Retirement Plan Solutions, and Cash Management Solutions. Founded in 1981, the firm operates as a fee-only, fiduciary registered investment advisor (RIA) serving individuals, families, and businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Comprehensive wealth planning services that combine financial planning solutions with innovative investment strategies to address every aspect of a client's financial life. Targeted at individuals and families navigating major financial decisions and life transitions.
- Investment Management
- Tax & Estate Planning
- Insurance Solutions
- Retirement Plan Solutions
- Cash Management Solutions
Quantifiable outcome
- 45+ years of continuous operation and client service since 1981
Companies that use MJP Wealth Advisors
Customer profileSegments3 records
Ideal customer profiles3 records
MJP Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MJP Wealth Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
MJP Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large multi-family office-style RIA serving HNW individuals and families with comprehensive wealth planning, investment management, tax, and estate services. Comparable to MJP in service breadth and HNW focus, but at substantially greater scale and geographic footprint.
- Hightower Advisors: National RIA platform supporting independent advisor teams with wealth management, investment, and planning services. Comparable to MJP as a fiduciary wealth advisory firm targeting HNW clients, but with an RIA-consolidator model and significantly larger scale.
- Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, tax, and retirement plan services to HNW individuals and institutions. Direct overlap with MJP's integrated family office service stack; larger scale and national footprint.
- Wealth Enhancement Group: RIA consolidator providing wealth management, retirement plan, and financial planning services. Comparable in service mix (especially retirement plan solutions) and HNW segment; meaningfully larger via roll-up strategy.
- Brown Brothers Harriman (Wealth Management): Private bank and wealth management franchise serving HNW families with investment management, tax, estate, and banking services. Comparable integrated offering and HNW focus within a much larger private banking institution.
- Edelman Financial Engines: Large RIA serving HNW and mass-affluent households with financial planning, investment management, and retirement plan services. Comparable fiduciary fee-only RIA model; far larger scale and technology investment.
Direct peers
- Bessemer Trust: Private wealth management firm serving ultra-HNW families with investment management, tax, estate, and family office services. Closely comparable to MJP's HNW family office positioning; materially larger and more institutional in scale.
- Glenmede: Independent investment and wealth management firm focused on HNW families, endowments, and foundations. Comparable fiduciary model and HNW clientele, with similar integrated investment + planning approach.
- Cresset Asset Management: HNW family office and private investment firm providing integrated wealth, investment, tax, and estate services. Highly comparable boutique HNW family office model to MJP; larger scale and broader geography.
Regional players
- Janney Montgomery Scott (Wealth Management): Regional broker-dealer/wealth manager with strong Northeast presence offering HNW advisory, retirement, and planning services. Comparable to MJP's Connecticut/Northeast geographic base and HNW client focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
MJP Wealth Advisors social profiles
Digital presenceMJP Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
MJP Wealth Advisors leadership team
Management profileNumber of profiles
Profiles3 records
MJP Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MJP Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MJP Wealth Advisors
What does MJP Wealth Advisors do?
MJP Wealth Advisors is a fee-only, fiduciary registered investment advisor that delivers personalized wealth management to high-net-worth individuals, families, business owners, executives, and employer retirement plan sponsors. Its core offering combines comprehensive wealth planning, bespoke tax-efficient investment management, and coordinated tax, estate, insurance, retirement plan, and cash management solutions under a single family office-style engagement.
Is MJP Wealth Advisors a public or private company?
MJP Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MJP Wealth Advisors founded?
MJP Wealth Advisors was founded in 1981. It employs 1 to 10 people.
Where is MJP Wealth Advisors based?
MJP Wealth Advisors is headquartered in Westport, United States, in the North America region.
How does MJP Wealth Advisors make money?
One revenue line is on record: investment Advisory Fees.
Who are MJP Wealth Advisors's main competitors?
Broad incumbents on record are Creative Planning, Hightower Advisors, Mariner Wealth Advisors, Wealth Enhancement Group, Brown Brothers Harriman (Wealth Management) and Edelman Financial Engines. Direct peers are Bessemer Trust, Glenmede and Cresset Asset Management. Janney Montgomery Scott (Wealth Management) is listed as a regional player.
Does MJP Wealth Advisors have an API?
No public API is recorded for MJP Wealth Advisors.
What industry is MJP Wealth Advisors in?
MJP Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.