Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met.Mitchell has been working in the financial service industry since 1998. He formed MJT & Associates in 2000. Mitchell earned his Certified Financial Planner™ (CFP®) designation in 2006, his Certified Divorce Financial Analyst™ (CDFA®) designation in 2018, and his Chartered Special Needs Consultant® (ChSNC®) designation in 2020. He is an active member of the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), Collaborative Law Institute, and Twin Cities Estate Planning Council.
MJT & Associates Financial Advisory Group is a fee-only wealth management firm that helps clients navigate through financial waters. We specialize in small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning. We take the time necessary and listen to our clients’ concerns. We assist our clients in determining their financial goals, creating buckets of assets to help achieve those goals, establishing protection for their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We continuously monitor and adjust to help ensure ongoing progress and growth. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and overall net worth of $400,000+. Although this is the trend, we are honored to assist all those who want help and financial advice.At MJT & Associates Financial Advisory Group, we partner with our clients to implement a customized financial strategy developed specifically to our client's aspirations. We work together to provide the service you expect from your financial firm of choice. By combining your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology, we strive to enhance the client/advisor relationship.
MJT & Associates Financial Advisory Group, Inc. is a Registered Investment Advisor providing fee-only wealth management services. MJT & Associates Financial Advisory Group, Inc. is federally registered with the Securities and Exchange Commission. All content on this site is for informational purposes only. This content is not investment advice to your specific situation nor is any of this to be considered legal, accounting, or tax advice. Opinions expressed on this site are solely those of MJT & Associates Financial Advisory Group, Inc. Internet site live links to other internet addresses are external to MJT & Associates Financial Advisory Group, Inc. and contain information created, published, and maintained by those outside organizations. Material presented is believed to be from reliable sources and we make no representations to its accuracy or completeness. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.
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