Get ready to take control of your finances.

Money Man Mitch is a fee-only Registered Investment Adviser. We're focused on helping people pursue financial independence so they may use more of their time doing things that bring them joy.

 

What Does a Financial Planner Do?

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Financial Planning is often referred to as an ‘Art and a Science‘ because personal preferences are at least as important as ‘the numbers’ when it comes to crafting a plan that works for you. Our Planners can help you get organized and make smarter financial decisions, so you can worry less about what to do with your money and more about what to do with your most valuable asset: your time.

What’s a Fiduciary?

Our Fiduciary Statement » (Coming Soon)

Did you know that not all Financial Professionals are held to the same standard of care? As fiduciaries, we proudly accept our fundamental obligation to place the needs of our clients before ourselves and to provide investment advice in their best interests. Our clients can expect our undivided loyalty and utmost good faith.

How Can I Learn More About Finances?

Check Out Our Content Page » (Coming Soon)

Do you enjoy learning about personal finance? He strive to educate our clients and the community at large by regularly producing content that we hope you find useful and interesting.

 

“Find out who you are and what you want. Then you can stop wasting your life energy and your money on stuff that doesn’t matter to you—and start making financial decisions that will get you to your true goals.”


— Carl Richards, The Behavior Gap