The Best CPA Firm
Locations in New York and Florida
Financial
Planning
We specialize in providing integrated solutions for retirement planning, taxes, investments, insurance, and business succession. Our approach is dynamic, readily adapting to any shifts in your personal circumstances to ensure peace of mind. Based in New York and Florida, we offer virtual consultations and in-home services to accommodate your unique needs.
Federal & State
Taxes
We cover the full spectrum of tax services - whether it’s Federal, State, or Local tax returns, or more complex filings for trusts, businesses, partnerships, LLCs, and S-Corps. We're not just about numbers; we're about year-round support, honesty and candor. With us, you can be confident that we are dedicated to finding you clever and acceptable ways to save taxes.
Executor & Trustee
Services
Navigating the complexities of wills, trusts, and estate administration requires a delicate touch. We can oversee the entire executor and trustee process, ensuring smooth and efficient management of estate affairs. We can settle disputes and assist beneficiaries. For those requiring a professional executor, we're here to honor and implement your wishes meticulously,
100% Independent & 100% Objective Advice
Nestled in the bustling hubs of New York and Florida, MP Wealth Management stands apart as a Fee-Only CPA, investment management, and financial planning firm. Our Fee-Only structure guarantees transparency – meaning no hidden commissions or concealed motives. We earn our keep purely through the value of our advice.
At the helm is Michael Porcelain, the visionary founder of MP Wealth Management and 1800ADVISER.COM. His commitment is unwavering: to deliver unbiased, customized financial guidance that genuinely enhances your financial health.
Michael champions the belief that quality financial advice should be accessible to all, irrespective of their wealth status. That’s why he proudly offers FREE consultations to everyone and maintains a policy of no minimum account requirements. His dedication extends to providing pro-bono services to full-time clients, ensuring that financial expertise is not just a privilege for the few.
Yet, it’s essential to recognize that our client acceptance criteria are exacting. We maintain these high standards to guarantee that each client receives unparalleled service and meticulous attention. MP Wealth Management isn’t just another firm; it’s a selective partnership for those who value exceptional financial stewardship.
Choosing to partner with MP Wealth Management means more than just engaging with a CPA and financial adviser; it’s about forging a lasting relationship with a trusted ally and friend in your financial journey.
