A complete list of active advisors currently associated with M.K. Byrne & Co. LLC

Warmer can help you find a great advisor at M.K. Byrne & Co. LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at M.K. Byrne & Co. LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Byrne	Parsippany, NJ	17
Christopher Cullina	Parsippany, NJ	4

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