MJB Financial Planning

Overview

MJB Financial Planning is an independent, individual-owned RIA organized as an LLC that provides financial planning and portfolio management primarily to individuals, families and small-business owners. The firm charges asset-based and fixed fees and does not market itself as a capital allocator; its advisory scope on regulatory filings focuses on financial planning services and discretionary portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser on the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives