A complete list of active advisors currently associated with Myrna Mitchell, MBA, CFP

Warmer can help you find a great advisor at Myrna Mitchell, MBA, CFP or one who fits your needs even better.

The firm provides financial planning and portfolio management to individual and high-net-worth clients, covering retirement planning, cash flow analysis, estate planning, insurance review and college funding. It manages roughly $18 million for a small client base and offers continuous supervisory services tailored to individual circumstances. Advice is delivered on a non‑discretionary basis: the firm makes recommendations and arranges trades only with client approval. Investments are limited to mutual funds, exchange-traded funds, certificates of deposit and commercial paper, with a buy‑and‑hold orientation, periodic rebalancing, and analysis that draws on both fundamental and technical sources. Two features that distinguish the firm from many peers are its primarily non‑discretionary asset management model and its avoidance of percentage‑of‑AUM fee billing, instead using hourly or flat fixed fees for planning and management. The firm is fee‑only, has operated since 1990, does not require a minimum asset level to engage, and does not charge performance‑based fees or maintain material outside business affiliations.

To learn more about the advisors currently working at Myrna Mitchell, MBA, CFP, 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.