REACH YOUR GOALS

Find Your Path

To Financial Independence.

As an independent firm, we have the freedom to give objective advice and recommendations to our clients.

ABOUT US

Long Term Strategies & Planning

Mitchell Investment Advisors, LLC, is a financial services firm whose advisor provides planning and investments for businesses, families, individuals, and trusts throughout Michigan and 22 additional states.

Jennifer G. Mitchell is an experienced Investment Advisor Representative working with stocks, bonds, mutual funds, and fixed income strategies for IRAs, retirement plans, and individual accounts.

 

Years Serving Michigan

WHAT WE DO

Financial Independence Begins With

Financial Planning

Investment, Cash Flow
& Retirement Income Planning

IRA Rollovers

From 401(k), 403(b), Pension
& Profit Sharing Plans

Asset Allocation Strategies

Mutual Funds, Stocks, Bonds
& Tax-Free Investments

TOOLS & RESOURCES

Empowering Your Finances

Financial Calculators

Use our financial calculators to explore your options, estimate costs, and make more informed financial decisions.

View Our Newsletters

Stay informed with helpful financial insights, timely updates, and practical tips to help you make confident financial decisions.

Securities offered through Registered Representatives Cambridge Investment Research, Inc., a broker/dealer, member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc. and Mitchell Investment Advisors, LLC are separate companies and are not affiliated. Cambridge’s Form CRS (Customer Relationship Summary)