A complete list of active advisors currently associated with Mittelman Jones Tax & Wealth

Warmer can help you find a great advisor at Mittelman Jones Tax & Wealth or one who fits your needs even better.

Mittelman Jones Tax & Wealth is a fee‑only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm targets trusts and individuals who hold assets in trusts, business owners, and mass‑affluent households, and its ADV reflects an initial filing with no client assets under management at this time. The firm describes a tax‑aware investment process that integrates portfolio design with tax and legal considerations, tailoring allocations to each client’s goals, risk tolerance, time horizon, and liquidity needs. It uses a mix of fundamental, cyclical, and technical analysis and may employ mutual funds, ETFs, individual equities and bonds, and alternative investments while conducting periodic portfolio reviews. Distinctive features include its status as a certified public accounting practice that is affiliated with an accounting firm and the dual employment of its sole owner, a structure the firm discloses as creating potential referral conflicts. The firm also offers financial planning on an hourly basis in addition to percentage‑of‑AUM investment fees and bills tax and accounting services separately, an arrangement that is less common among investment managers.

To learn more about the advisors currently working at Mittelman Jones Tax & Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Mittelman	Winston Salem, NC	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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