Help a linear thinker convey there's more to life than money!

MJB Financial Planning, LLC

Simply More Life!

MJB Financial Planning, LLC takes the lead in personal finances when clients lose trust in their advisor or themselves. We do this by building strong personal relationships.

We are known for creating simplicity and structure for the most important financial priorities. At the highest level we provide financial planning and investment advice. However, we are open-minded in what we do in our pursuit of More Life!

Our clients have the “Middle Class Mindset,” which is less about what is owned and more about a life perspective. They have above average income and savings but are conscientious - not presumptive or flashy. Our clients are typically busy generation X professionals with family and complex finances or baby boomers with sizable nest eggs.

Our culture and work environment are open and egalitarian - allowing good ideas and teamwork to flourish. We are professional, yet, lighthearted - enjoying moments of fun. When you step into our office, you’ll see it’s well lit, nicely decorated and supportive of collaboration - more like what might be found in Silicon Valley than at a Bank or on Wall Street.

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