Our Clients
If there’s something that makes your financial life complex, MJM Financial Advisors, LLC has a solution for you.
Clients often come to us because an event, such as inheriting wealth or buying/selling a business, makes their life more complicated. They want to know that their financial decisions will boost their overall wealth and happiness. That's where we focus.
MJM clients come from every generation and every walk of life. Current clients include individuals and families, physicians, veterinarians, the #1 Global Dunkin Donuts franchisee, real estate holding companies, corporate executives, and large family businesses.
Our clients are typically:
- Individuals and families
- Successful veterinary and medical professionals
- Closely-held business owners and corporate executives
- Individuals with inherited wealth, such as spouses or heirs
- New retirees or those contemplating retirement
Their characteristics typically include some or all of the following:
- Growing net worth of between $1 million and $10 million
- Financial situation they feel they cannot handle alone
- Need for a coordinated, multi-faceted plan to assist in accumulating, preserving, and transferring their wealth
- Significant time constraint that prevents them from tackling planning alone
- Need for a long-term consultative, advisory relationship
Read about the MJM team.
