Michael Maye (CFP®, CPA/PFS, MBA)
Michael Maye focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Charitable Giving
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Business Owners
- Charitable Giving
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Our customized services include comprehensive financial planning, asset allocation planning, investment management, tax guidance, business consulting, and/or legacy planning. We especially welcome those clients who are looking to make charitable giving a centerpiece of their financial plan. We know how to maximize giving potential while safeguarding financial health, allowing clients to build a legacy that transcends numbers and centers on compassion, generosity, and positive change. We also understand the unique needs and challenges that corporate professionals face in reviewing and considering executive compensation plans. Our founder’s many years of experience working at some of the world’s largest corporations, combined with his review of numerous comp structures over the decades, allows us to provide sophisticated and comprehensive advice about these often complicated arrangements. Finally, we view all planning recommendations through the lens of tax efficiency. Our firm’s principal is a CPA with an accounting degree, so he considers the tax implications of a client’s financial affairs.Additional Information
Michael J. Maye, President, is a Certified Financial Planner (CFP) and a certified Public Accountant (CPA). Prior to starting MJM Financial Advisors, Mike held a variety of positions with some of the world's premier financial services organizations, such as JP Morgan Asset Management, Alliance Capital Management, Dean Witter Discover, and KPMG. Mike holds a BS degree in Accounting and an MBA degree in Finance: Investment & Portfolio Management. Today, Mike is a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA®), the New Jersey State Society of CPAs (NJSCPA®), and a member of the NJSCPA Investment Committee.NAPFA Start Date
October 14, 2005
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