MJT & Associates is a fee-only wealth management firm based in Minnesota, with financial advisor offices serving the Montevideo and Excelsior communities and surrounding areas. is a fee-only, fiduciary wealth management firm that helps navigate clients through unpredictable financial waters. Our firm services and supports clients with various perspectives and values that differ from religious, pol
itical, goal-based, and others. We embrace our client's goals or values and work with them to accomplish their needs based on their terms, not ours. Our financial advisors specialize in helping small business owners, retirees & pre-retirees, families, and those in transition. With expertise in areas of divorce and special needs planning, we are your trusted resource in financial planning, investment management, and retirement planning. Our trusted financial advisors work to establish and review a plan that will help you pursue individualized goals while continuously monitoring and adjusting to life changes. We want to ensure we have all areas covered—from medical needs and concerns to future gifting aspirations—to be sure our comprehensive planning meets your needs now and in the future. As planners, our job is to make the best possible cake, the financial plan, with the best possible ingredients available today in our pantry. Your job, as the client, is to put the frosting and coloring, your values, on the cake. Our financial advisors provide and implement a customized financial strategy tailored to your aspirations. This partnership provides you with comprehensive financial planning services that marries your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology. We strive to enhance and embrace all our client–advisor relationships.
