Longboat Key, FL Office

MJP Wealth Advisors works with individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, providing asset management, financial planning and retirement plan consulting alongside an automated online advisory service. The firm reports approximately $1.56 billion in discretionary assets under management and offers both proprietary model portfolios and customized solutions for client objectives.

The firm’s investment approach emphasizes principal preservation within a total‑return framework, combining a structured, bottom‑up selection process with diversified allocations across equities, fixed income and liquid alternatives, regular monitoring and periodic rebalancing. MJP may employ tax‑sensitive techniques, private or illiquid investments for suitably qualified clients, and implements strategies using proprietary models as well as selected third‑party managers and technology platforms.

Compared with many team firms, MJP is notable for its sizable aggregate AUM alongside an integrated use of multiple external platforms and managers, and for providing both high‑touch advisory services and an online model offering. The ADV also discloses participation in third‑party custodian and referral programs and the firm’s relationships with platform providers, arrangements the brochure identifies as potential conflicts that the firm manages.