Who We Are

Committed to placing People Over Profit; not the other way around.

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.

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.

About Mikhael Paul

Who We Are

Mikhael Paul Wealth Management is an independent registered investment advisory firm providing personalized financial planning and investment management for individuals, families, and organizations navigating complex financial decisions.

Our Approach

We focus on structure, discipline, and long-term strategy. Every plan begins with a full evaluation of income, assets, liabilities, risk exposure, and objectives—so decisions are made with clarity, not guesswork.

What We Do

We deliver comprehensive financial planning, portfolio management, insurance planning, and institutional-grade financial support designed to protect capital, manage risk, and support sustainable growth.

How We’re Different

Our firm operates within an integrated ecosystem that supports both personal wealth and business operations. This allows us to serve clients whose financial needs extend beyond traditional advisory models.

Our Commitment

We operate with independence, transparency, and accountability. Our advice is guided by professional standards and long-term alignment—built to support confident decision-making today and durable outcomes over time.