$120MM AUM | $1MM Rev in
Bonita Springs, FL
At MJT & Associates Financial Advisory Group, we are a fee-only wealth management firm that helps clients navigate through the complicated financial world. We focus on small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning. We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals and continuously monitor and adjust to help ensure ongoing progress and growth.
We are looking for the right “fit” and “opportunity” to succeed or purchase another firm that would be beneficial for all parties in all aspects and needs.