A complete list of active advisors currently associated with MJ Wealth Management LLC
Warmer can help you find a great advisor at MJ Wealth Management LLC or one who fits your needs even better.
MJ Wealth Management LLC offers combined investment management and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses, and also provides more affordable, foundational planning for lower‑ or middle‑net‑worth households. The firm frames its work as Wealth Management, covering investment implementation, cash‑flow and tax considerations, and ongoing financial planning support. The firm’s investment process is centered on asset‑allocation decisions guided by an Investment Policy Statement and typically operates on a discretionary basis, with multiple billing arrangements available including percentage‑of‑assets, flat retainers and hourly planning. MJ Wealth also conducts occasional educational workshops for clients and their guests, uses third‑party account aggregation for held‑away assets, and directs clients toward a recommended custodian relationship. What is distinctive about MJ Wealth relative to many peers is its mix of offerings and background: it is a newly formed, single‑owner firm with no reported assets under management to date and a founder profile combining employee‑benefits experience and technology/Capital Markets consulting. The firm’s operational choices — including the availability of hourly planning, periodic client workshops, a targeted program for early‑career partners/CPAs, and a policy leaving proxy voting to clients — further differentiate its service model from more typical institutional managers.
To learn more about the advisors currently working at MJ Wealth Management 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 |
|---|---|---|
Roswell, GA
| 1
|
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