Get to Know Us.

Mikhael Paul Wealth Management (MKPWM) is an investment adviser, committed to helping individuals, families, and institutions achieve their financial goals through personalized financial planning and portfolio management. We offer tailored advisory programs that include comprehensive financial plans developed through a collaborative discovery process to understand our clients' unique needs and objectives, alongside discretionary or non-discretionary portfolio management services. At MKPWM, we prioritize transparency, customization, and a fiduciary standard, ensuring our clients' interests always come first.

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Founded on the principle that every investor deserves access to high-quality fiduciary care, Mikhael Paul Wealth Management (MKPWM) is led by a seasoned team of professionals with more than a decade of combined industry experience.

Collectively, the firm’s leadership and advisory team have managed over $1.04 billion in assets and served more than 600 client accounts across diverse financial disciplines, including portfolio management, retirement planning, and institutional advisory services.