Mitchell Martin (CFP®, MBA)

Mitchell Martin focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

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.  

Additional Information

Please refer to our website at www. mitchelladvisory.com for complete information 

NAPFA Start Date

June 27, 1991

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This Office

4601 North Fairfax Dirve Suite 1200 Arlington, VA 22203 Phone: 703-481-9868 Fax: 703-871-5048

Other Offices

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