A complete list of active advisors currently associated with MJM Financial Advisors, LLC

Warmer can help you find a great advisor at MJM Financial Advisors, LLC or one who fits your needs even better.

The firm provides financial planning, investment management, and a combined wealth management program to individual clients and families, including high-net-worth households. It operates as a fee-only registered investment adviser and offers both discretionary and non-discretionary portfolio management alongside project-based and ongoing planning services. MJM’s investment approach emphasizes strategic asset allocation and the use of low-cost pooled vehicles (no-load mutual funds, ETFs, ETNs) with a passive core supplemented by active choices where appropriate; portfolios are monitored and rebalanced on a regular basis and constructed on a household (single integrated portfolio) basis with attention to tax sensitivity. The firm also relies on due diligence of fund manager tenure, expenses, and performance versus benchmarks when recommending specific funds. What is distinctive about the firm is its accounting affiliation: the principal holds CPA licensure and the firm was registered as a CPA firm, and tax planning (and, in some cases, tax preparation at the firm’s discretion) is integrated into its wealth management offering. The firm also engages in community educational seminars and workshops—presenting to senior groups, women’s groups, corporate and university events—which is uncommon among peers; it is a sole-owned, small practice advising roughly two dozen households and managing approximately $49 million in client assets.

To learn more about the advisors currently working at MJM Financial Advisors, 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.