Meet the Team

At Mitchell Financial Management, we pride ourselves on our collaborative, team-based approach, which is integral to the comprehensive wealth management services we provide. Our Lead Wealth Advisor works closely with other specialized professionals, including estate planning attorneys, CPAs, and investment bankers, to ensure that every facet of your financial plan is seamlessly coordinated and aligned with your personal goals and values.

Our Lead Wealth Advisor also conducts in-depth investment and market research, which is further refined through collaboration with NewEdge Advisors' internal research and portfolio management team. By integrating these insights with additional input from leading economists and third-party research firms, we are able to craft highly customized investment strategies that are informed by a broad range of expert perspectives.

We operate with a strong commitment to a fiduciary and open architecture approach, carefully curating and vetting best-of-breed financial solutions. This allows us to provide innovative, flexible, and customized strategies that are designed to protect and grow your wealth across generations.

At Mitchell Financial Management, our collaborative ethos, combined with the proactive involvement and leadership of our Lead Wealth Advisor, empowers us to provide unparalleled service and peace of mind. We are dedicated to building long-term, trusted relationships with our clients, founded on expertise, transparency, and a steadfast commitment to achieving your financial aspirations.

As investment professionals, Mitchell Financial Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors.