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Our Firm

At James Mitchell & Associates, we provide comprehensive investment management and financial services with a focus on helping clients pursue their long-term goals. By working closely with an advisor, people can plan for the many milestones ahead and, as a result, may feel more confident in their financial futures. Our firm was founded with this belief in mind and our goal is to serve clients as their lifelong financial advisor, sustaining trusted relationships that span generations.

We understand the complexities of the financial services industry. Many people don’t have the time or confidence to manage their own assets or develop strategies for their financial needs, such as retirement or college planning. We seek to address this by explaining confusing concepts and helping clients better understand the investment opportunities available. And as their needs or situations change, we’re here to help make adjustments to their strategies or assist them with their decision making.

Whether we’re working with individuals, families, or business owners, our goal is to provide objective guidance and serve as a resource for their investment and financial needs. We work as a team and, with a comprehensive background in the financial services industry, we can assist clients with a number of different concerns or questions.