About MP Advisors

Get To Know Brent Mekosh

Smart Money, Simplified

In 2017, Brent Mekosh, CFP®, CEPA®, CIMA® and Myra Page, CFP® partnered up to create MP Advisors, where the focus is all about the client.  Our mission is to create solutions to various financial problems that business professionals, young adults and retirees commonly face.  Through listening to each individual’s unique financial journey, we use our expertise to help realize your goals and dreams.  You are the hero, we are simply the guides to help you get there.

Investment Management
  • Basic Goal Planning and Monitoring
  • Quarterly Performance Summary Reports
  • Beneficiary Review for RJ Retirement Plans
  • Annual Reviews
  • IRA Distribution Planning
  • All-inclusive account aggregation of external accounts
  • Encrypted Vault Service
Comprehensive Financial Planning
  • Basic Goal Planning and Monitoring
  • Quarterly Performance Summary Reports
  • Beneficiary Review for RJ Retirement Plans
  • Annual Reviews
  • IRA Distribution Planning
  • All-inclusive account aggregation of external accounts
  • Encrypted Vault Service
  • Capital Gains Tax Planning
  • Work with CFP® to provide year-end tax documents
  • Reviewing Insurance Strategies
  • Education and Gifting Strategies
  • Long-Term Care Planning
  • Quarterly Market Updates
  • Ongoing Outside 401(k) Advice (additional management fee may be applicable)
Comprehensive Wealth Management
  • Basic Goal Planning and Monitoring
  • Quarterly Performance Summary Reports
  • Beneficiary Review for RJ Retirement Plans
  • Annual Reviews
  • IRA Distribution Planning
  • All-inclusive account aggregation of external accounts
  • Encrypted Vault Service
  • Capital Gains Tax Planning
  • Work with CFP® to provide year-end tax documents
  • Reviewing Insurance Strategies
  • Education and Gifting Strategies
  • Long-Term Care Planning
  • Quarterly Market Updates
  • Ongoing Outside 401(k) Advice (additional management fee may be applicable)
  • Processing Class-Action Suit Paperwork
  • Charitable Planning Strategies
  • Additional Meetings with Family and Other Advisors
  • Executive Compensation (Deferred Compensation, Stock Options, Concentrated Equity Options)
  • Business Succession Planning
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Financial Planning for Business Executives & Entrepreneurs

Entrepreneurs are undeniably busy.  Whether it’s succession planning, mitigating taxes or getting your personal finances in order for retirement, give yourself the gift of financial clarity with a plan that will cover all the bases.

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Pre-Retirement and Retirement Planning

Financial freedom is the goal.  We work to eradicate the potential of outliving assets in retirement and creating a comprehensive plan that will help you achieve the life you desire.

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Financial Planning & Guidance for Young Professionals

Financial literacy is key, so start learning and planning now. Understand your financial situation and all of your options when it comes to investing, paying off debt and setting yourself up for a confident financial future and eventual retirement.

Smart Money. Simplified.

Brent Mekosh
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Smart Money. Simplified.

Brent Mekosh
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