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M.K. Byrne & Co. LLC

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Client assets under management

$90,829,001

Clients

37

70% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

19

Very Low

Average account size

$2,454,838

About

M.K. Byrne & Co. LLC advises individuals, high‑net‑worth individuals, and families, offering a combination of tax planning and compliance, personal financial planning, and investment advisory services. The firm delivers an integrated wealth advisory service that coordinates ongoing investment management with tax and planning work for household finances.

The firm’s investment process is built on a Modern Portfolio Theory framework with a tactical asset‑allocation overlay, typically implemented through diversified mutual funds and ETFs and organized around preservation‑focused, total‑return, and committed‑growth strategies. Investment recommendations are documented in an Investment Policy Statement and managed under a fiduciary standard, with periodic portfolio monitoring and coordination of tax‑sensitive trades and planning.

What distinguishes the firm from many peers is that it is also a New Jersey‑registered accounting firm with CPA professionals who provide tax services under CPA supervision, enabling a single‑firm delivery of tax compliance and advisory work alongside portfolio management. The firm also discloses that some advisers are licensed insurance agents who may offer commission‑based insurance products (clients are not required to purchase), and it manages roughly $90.8 million for a small client base, reflecting a relatively concentrated, advisor‑supported practice.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy General tax planning Wealth management Active portfolio management

Occupation focus

Retired

Demographic focus

Approaching retirement

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Fee options

Percentage

$0 - $1,000,000: 1% $1,000,001+: 0.50%

Commissions

Insurance products offered by certain members pay commissions, including for fixed and equity indexed annuities

Project-based

$400 per hour for tax and financial planning services

Other

Account minimum: $10,000 annual fee minimum Minimum fee: $10,000 annual fee minimum for Wealth Advisory Service Fee-only: Hourly fee of $400 for tax and financial planning services

Main office location

M.K. Byrne & Co. LLC

2001 Route 46, Suite 211

Parsippany NJ 07054, United States

Number of offices

1

Most active in

More info

New Jersey

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website (973) 265-2905

Advisors at this firm

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user avatar

Matthew B

CFP®, CFA®, PFS™, Series 63

Parsippany, NJ

M.K. Byrne & Co. LLC

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

General retirement planning Retirement income strategy General tax planning Wealth management Active portfolio management Retired Approaching retirement
user avatar

Christopher C

CFP®

Parsippany, NJ

M.K. Byrne & Co. LLC

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

General retirement planning Retirement income strategy General tax planning Wealth management Active portfolio management Retired Approaching retirement
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