Mitchell Martin (CFP®, MBA)

Planning Specialties

Financial Planning Services are provided by Mitchell Martin, a Certified Financial Planner.  Mr. Martin has been providing financial planning and investment advisory services for over 20 years and has managed client assets successfully through many business cycles.  In addition, to his skills as a seasoned investment manager,  Mitchell  has considerable general business acumen useful to his corporate and entreprenurial clients.  His past business experience includes stints as a management consultant at noted strategy consulting firm, Bain and Company in Boston.  In addition to being a founder and principal of Mitchell Advisory, he owns along with his wife, a  successful Bagel Cafe located in Herndon.   Mitchell is an MBA Finance Graduate from MIT's Sloan School of Management and has an Undergraduate Degree from the University of Chicago.