MJM FINANCIAL ADVISORS, LLC

Overview

MJM Financial Advisors, LLC is an independent, individually owned RIA that advises primarily individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and educational seminars. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. MJM does not market itself as an ESG investor and is not registered as a multistate adviser. The firm appears to operate as a discretionally managed boutique, focusing on advisory relationships rather than acting as a capital allocator or pension consultant. An industry affiliation with accounting professionals is noted, which may support tax-aware planning and reporting for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices