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May 1, 2023 2023 Family Business Awards | Less than 25 Full-Time Employees

2023 Family Biz Awards: MJP Wealth Advisors

Founded in 1981, MJP Wealth Advisors is an independent registered investment advisory firm providing wealth management and investment strategies to individuals, families and businesses. Its financial plans include traditional, bespoke and alternative investment strategies.

Tell us a bit about your recent accomplishments.

Our firm has experienced significant growth, in terms of both assets under management and client base, which we attribute to our dedicated team.

We’ve received national and regional recognition as a top advisory firm from Forbes, FA Magazine, Financial Times and the Hartford Courant. As industry experts, our advisors frequently contribute market commentary to media outlets, including CNBC, Bloomberg, Fox Business, CBS News and Yahoo Finance.

To help clients achieve their financial goals, we have expanded our advisory services, adding family office services, alternative investment strategies and savings solutions. We have supported numerous charities and causes in our community through sponsorships and gift-giving, and plan to continue contributing to these extraordinary organizations.

What are your family values and how do they contribute to your business success?

Our family values are based on trust, honesty and transparency. Being knowledgeable, innovative and client-centric has led to our success. Our goal is to always put the client first and do what is best for the client. This philosophy has guided our team when helping clients navigate their life events and financial objectives.

Where do you see your business in the next five years?

We will focus on expanding our advice-driven services, offering a wider breadth of wealth services for families and businesses. As our team continues to grow, we hope to open an additional office and increase our capacity to service more clients nationwide.

Do you have a business succession plan?

Brian and Michele Vendig plan to own and lead the company into the future. We are fortunate to have a team of experienced, committed professionals to help manage and operate the firm. Our plan is to train and mentor our employees in hopes that one day we can offer them the opportunity to take over the firm.

What are your guiding business principles?

MJP Wealth Advisors is continuously evolving and expanding to offer family-office wealth planning to our clients. Our team is committed to providing clients with diversified and robust strategies leveraging independence, technology and research.

We appreciate our history of helping individuals, families and businesses for more than 40 years and are constantly striving to exceed our clients’ expectations while maintaining our core values. We will continue to innovate for our clients in ways that capture the same creativity, energy and authenticity that has been the bedrock of MJP since its inception.

Click here to see the rest of the 2023 Family Business Award Honorees

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