Brian H. Vendig
    VerifiedCPAAIF

    Brian H. Vendig

    President

    MJP Wealth Advisors
    Farmington, Connecticut14 years experience$1 minimum

    About Brian

    Brian Vendig, CPA, AIF®, President of MJP Wealth Advisors, is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him. Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty. Brian has over 25 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University. Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past five years (2018-2022), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #55 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020. Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Barron’s, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, NBC News, Cheddar News, and the Washington Post. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth. Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.

    Areas of focus

    Credentials & background

    Designations

    CPAAIF

    Licenses

    Series 7Series 24Series 63Series 65

    Education

    Bucknell University -- BSBA Accounting, with Minor in Economics, 1998

    Clients served

    RetireesIndividualsFamilies

    Registered in

    Connecticut, Alaska, New York

    The firm

    MJP Wealth Advisors

    Founded in 1981, MJP Wealth Advisors is an independent registered investment advisory firm providing comprehensive wealth management solutions and investment strategies to individuals, families, and businesses. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. MJP Wealth Advisors is committed to offering clients independent, objective financial advice, as well as extraordinary client service. Utilizing a holistic approach, our team delivers innovative investment solutions and customized strategies to help our clients achieve their financial goals.

    790 Farmington Avenue, Farmington, CT 06032 320 Post Road West, Suite 210, Westport, CT 06880

    Disclosures

    "Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC., Member FINRA, SIPC, and NFA. Representatives may not be registered to provide securities and advisory services in all states. MJP Wealth Advisors is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where MJP Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJP Wealth Advisors unless a client service agreement is in place."