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June 21, 2021

2021 Family Business Awards: MJP Wealth Advisors

PHOTO | CONTRIBUTED Michele Vendig, Mort Potoff, and Brian Vendig enjoy the Travelers Championship; MJP Wealth Advisors is a corporate sponsor.
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1st Place
Category: Less than 25 Full-Time Employees

Founded in 1981, MJP Wealth Advisors is an independent financial services firm that provides comprehensive wealth management solutions and investment strategies to individuals, families and businesses.

Tell us a bit about your recent accomplishments.

Over the last year, MJP Wealth Advisors has continued to grow and help clients throughout the pandemic. Our company has been recognized nationally as a leading wealth management firm. In 2020 and 2021, MJP Wealth Advisors was named to the Financial Times 300 Top Registered Investment Advisers list, Forbes Best-in-State Wealth Advisors ranking, and Financial Advisor’s Top 50 Fastest-Growing Firms list.

Our firm experienced overall asset growth of 39% year over year and our employee base increased by 20%.

As industry experts, our advisors are frequently guest contributors for financial media outlets and featured in various news publications.

How has your company shifted its strategy during the pandemic?

We have continued to expand our advisory services to cover all aspects of a client’s life cycle, which has helped many of our clients throughout the ongoing impact of the pandemic.

By leveraging technology, we transitioned our office to a digital work environment and continued to offer our clients cloud-based applications and tools to stay connected with our firm and their financial objectives.

Industry: Wealth Management
Year Founded: 1981
Founder: Mort Potoff
Generation Running Company: Second
Full-Time Employees: 14
Part-Time Employees: 3
Family Members Employed at Company: Mort Potoff, Founder; Brian Vendig, President – Son-in-law of Mort Potoff;  Michele Vendig, Senior Vice President – Daughter of Mort Portoff and wife of Brian Vendig
Company Website:
www.mjpwealthadvisors.com

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