Mitchell Advisory, Inc.

Mitchell Advisory is a fee-only financial advisory firm specializing in investment management and retirement planning.   

We pride ourselves in being a trusted advisor to our clients—most of our clients have been working with us for over a decade,  and they depend on us to fully understand their financial needs and use our expertise to help them choose the strategies and investments that will best serve them. 

We pride ourselves in being a small firm offering highly personalized service by our firm’s principal, Mitchell Martin, who has been advising clients for over 18 years.  Mitchell is a Certified Financial Planner, NAPFA Registered Financial Adviser, and whose educational background includes a Masters in Finance, from MIT’s Sloan School of Management.  

Mitchell Advisory charges a fee based on assets under management, (1% or less based on a sliding scale) that cannot exceed a maximum of $3,000 per quarter.  This is especially attractive to clients whose assets exceed $2 Million, where asset based fees can become particularly onerous.   

 

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Advisors at this Office

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This Office

4000 Legato Rd Ste 1100 Fairfax, VA 22033-2893 Phone: 703-481-9868 Fax: 703-871-5048

Other Offices

8300 Greensboro Drive Suite 800 McLean, VA 22102 Phone: 703-481-9868 Fax: 703-871-5048
2325 Dulles Corner Boulevard Suite 500 Herndon, VA 20171 Phone: 703-481-9868 Fax: 703-871-5048
4601 North Fairfax Dirve Suite 1200 Arlington, VA 22203 Phone: 703-481-9868 Fax: 703-871-5048
4000 Legato Rd Ste 1100 Fairfax, VA 22033-2893 Phone: 703-481-9868 Fax: 703-871-5048