MJM Financial Advisors, LLC:
A History of Helping Businesses, Families, and Individuals Make Sound Financial and Business Decisions
While in public accounting, Mark McGaunn felt there was a serious problem in the delivery of tax and financial planning advice. Too often tax planning was not connected to financial planning. Instead, tax planning was introduced too late, after transactions had taken place, after equity positions sold, or when creditors or heirs were already disgruntled. In 2000, Mark left public accounting to found his own wealth management firm, MJM Financial Advisors, LLC so he could meld tax and financial planning.
MJM has rapidly developed into a widely recognized wealth manager with over 150 individuals and families that count on MJM for unbiased, objective tax and financial advice. And for those in the veterinary community or family business owners, we have special expertise in their unique businesses to act as their sounding board for all material business decisions.
MJM's dedicated professional staff share a philosophy that have been proven over time to deliver results. We have years of experience advising clients on a range of matters including taxes, investments, asset protection, risk management, estate planning, and strategic business planning.
Read about the MJM team.
