A complete list of active advisors currently associated with MJM Investment Advisors, Inc.

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

MJM Investment Advisors, Inc. is a fee-only, registered investment adviser that provides discretionary portfolio management to individuals and small institutions. The firm manages seven separate-account strategies for taxable and tax-deferred assets, including three balanced strategies, multiple equity strategies (opportunistic, high dividend, and core growth), and an Enhanced Cash cash-management option. The firm’s approach integrates top-down asset-allocation for its balanced products with bottom-up fundamental analysis for its equity strategies, using model portfolios implemented primarily with ETFs, mutual funds, and individual securities. Clients receive an annual review and ongoing oversight, with quarterly performance reports and a quarterly Investment Outlook provided alongside portfolio updates, and strategies are implemented through third-party custodians with block-trade execution when feasible. Notable features in the brochure include the firm’s regular quarterly Investment Outlook distributed to clients, a periodical-style communication that is uncommon among similar solo independent advisers. The firm also describes a post-2023 Enhanced Cash strategy created in response to banking stresses and a contractual arrangement to provide model portfolio management for another registered adviser, indicating service offerings and institutional relationships that extend beyond routine individual account management.

To learn more about the advisors currently working at MJM Investment Advisors, Inc., 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
Mark Majka	Franklin, MA	15

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