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Mitchell S

CFP®, Series 65

Austin, TX

Guiding Financial

Mitchell Strickling is a CFP® and Series 65-registered advisor at Guiding Financial with five years of industry experience. He has worked at Guiding Financial since 2020 and previously was involved with Strickling Ranch Partners, LP. Guiding Financial serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management combined with comprehensive wealth-planning services. The firm employs a long-term, modern portfolio theory-based investment approach and integrates wealth planning with portfolio management to address tax, estate, business, and private-asset considerations.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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