MJM Financial Advisors, LLC

My firm MJM Financial is an RIA firm providing high net worth individuals with integrated financial planning and investment management services. MJM does business as a fiduciary and is a "fee only" firm. My firm has adopted a "fee only" business model because I believe it best aligns firm and client interests. My firm provides timely, strategic, and insightful advice helping clients to achieve their goals. My broad work experience including public accounting and sophisticated corporate financial analysis gives me a depth and breadth of experience when working with my clients.  I believe proper planning is a cross discipline endeavor and is not solely focused on investments.  More specifically MJM works with clients on:

* Integrated financial plans including goal setting
* Estate Planning strategies
* Retirement projections roadmap
* Asset Allocation
* Discretionary Investment Management
* Tax planning

Business Owner

Dun & Bradstreet

Leader Planning & Analysis

J.P. Morgan Asset Management

* Reported to head of JP Morgan Asset Management FFI division
* Mergers & Acquisitions including several Undiscovered Managers mutual funds
* Provided reporting and analytics

JP Morgan Asset Mgmt. - CFO Funds & Financial Intermediaries (FFI)

AllianceBernstein

* Provided financial support and analysis to head of Bernstein Private Client 
* Mergers & Acquisitions including $3.5b acquisition of Sanford Bernstein
* Forecasted Alliance's earnings using a sophisticated model with key business drivers 
* Annual Strategic Plan including P&L, Balance Sheet, and Cash Flow
* Assisted in development of monthly flash report including KPI's
* Financial modeling for potential Joint Ventures: Hong Kong, Poland, Brazil, South Africa, South Korea 
*Financial modeling for business development for Alliance RI 529 program

VP Planning & Analysis

Dean Witter

* Strategic Planning including support of DWD roadshow related to DWD spin off from Sears 
* Monthly financial reporting for various business units DWC and DWF
* Mutual fund industry analysis

AVP Financial Reporting

KPMG Peat Marwick

* Audits of banks, hospitals, and other non-financial companies.

Supervising Senior Auditor

 Michael Maye CFP(R,)CPA/PFS,  MBA is the owner/founder of MJM Financial Advisors, LLC a fee-only advisory firm located in Gillette, NJ.  He is an experienced financial professional with an extensive  background  in the financial services industry including strategic planning, investment management services,  as well as financial planning.

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