MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

Overview

MJT & Associates Financial Advisory Group, Inc. is an independent registered investment adviser that acts as a capital allocator for a mix of individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a hybrid approach that supports both ongoing discretionary management and project-based planning work. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and utilizes separately managed accounts as part of its core delivery. MJT & Associates is not positioned as an ESG investor and does not identify as a multi‑state adviser. As a capital allocator, the firm sources external managers for alternative exposures while managing a substantial portion of client portfolios in public equities and mutual funds.

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Public Holdings

Investments & Alternatives

Location & Offices