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Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.

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Our Tools

At J. Mitchell & Associates, we believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Meet Our Team

James Mitchell

James Mitchell

President & CEO

james@jmitchell.com

Daniel Baker

Daniel Baker

Senior Vice President

daniel.baker@jmitchell.com

Cecilie Sanchez

Cecilie Sanchez

Vice President, Compliance & Operations

ceciliesanchez@jmitchell.com

Aditya Khatri

Aditya Khatri

Administrative Assistant

aditya.khatri@jmitchell.com

What Our Clients Have To Say

Outstanding Service

"It has been months since we first met with James and his team, and they made the transitions of our investments super easy. We couldn’t be happier"

- Sara Customer

World-Class Advice

"James and his team provide world-class financial advice on a very personal level."

- George Customer

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