D. Mitchell & Company is an RIA (Registered Investment Advisor) with the goal of helping its clients:

• Create and grow wealth.
• Protect and preserve wealth.
• Plan the distribution of wealth during life and at death under the most advantageous tax scenario.

We do this by being independent and offering honest, completely objective, professional financial advice through fee only services.

Why choose a ChFC?

Mitchell & Company Financial offers a comprehensive and integrated service where our clients work closely with their Financial Advisor and other knowledge centers from D. Mitchell & Company.

As an example, in tax planning your CPA and our Advisor will work together as a team to develop financial strategies and to look at different ways to reduce the client's tax liability. This use of intellectual leverage is used to provide a personalized plan for helping clients attain their financial goals.

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