Advisor at MPI Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MPI Wealth Management LLC
Location
Harvey Cedars, NJ
Credentials
Series 63
Industry experience
52 years
Donald Burnaford is a financial advisor at MPI Wealth Management LLC with 52 years of industry experience. He holds the Series 63 designation and has worked previously at Copper Beech Financial Group, American Portfolios Financial Services, and Osaic Wealth. Outside of his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. MPI Wealth Management provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, banks, corporations, charitable organizations, and high-net-worth families. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.
Based on MPI Wealth Management LLC
Up to 1.0% annually, individually negotiated with each client
Commissions reported in SEC Form ADV Part 1 but no specific amounts stated in brochure
Account minimum: $1,000,000
Harvey Cedars, NJ
New Jersey
MPI Wealth Management LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Copper Beech Financial Group, LLC
2014 - 2025 (11 years)
American Portfolios Financial Services, Inc.
2013 - 2024 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Forked River, NJ
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CFP®, Series 63, Series 65
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Series 66
Forked River, NJ
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Series 63, Series 65
Manahawkin, NJ
Smith Shellnut Wilson
Series 63
Barnegat, NJ
Equity Services, inc.
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