At Mitchell Investment Advisory Services we offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. Since 2009 we have a proud history of providing personalized, independent financial advice and guidance to our clients.
Bradley J Mitchell
Certified Public Accountant (CPA)
- Email Brad
- 309-798-9262
As the founder of Mitchell Investment Advisory Services, Brad has served families and businesses around Denver for over 6 years. Brad's clients' represent a diverse group of successful families, individuals and businesses.
Brad was formerly the managing partner of a CPA firm in Moline, Illinois where he worked for 35 years. In 2001, Brad and his team created a wealth advisory division to help the firms clients' with long-term investment planning.
Upon retirement from the CPA firm, he and his wife moved to the Denver area where he founded Mitchell Investment Advisory Services.
Brad lives in Morrison, Colorado with his wife of 45 years. In his free time he enjoys golf, hiking and spending time with his three daughters and five grandchildren, who also live in Colorado.
Education and Professional Certifications
- B.S. in Accounting, Illinois State University, 1972
- Certified Public Account (CPA)
- Registered Principal and numerous securities registrations including the Series 7, 65 and 66
Areas of Practice
- Investment planning
- College savings planning
- Retirement planning
- Estate planning
- Wealth management
Stacy Mueller
MF, EA
- Email Stacy
- 309-798-9262
Stacy assists Brad with admistrative duties and financial compliance. She works to make sure the clients' of Mitchell Investment Advisory Services are well cared for.
Stacy graduated with a Master of Science in Finance from the University of Colorado at Denver in 2004 and has been a resident of the Denver area for 15 years. In her free time she enjoys biking, hiking and spending time with family and friends.
Education and Professional Certifications
- Master of Science - Finance, University of Colorado at Denver, 2004
- Bachelor of Arts – Accounting and Business, Coe College, 2001
Working Together
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.
Team of Experts
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
Comprehensive Approach
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
Wealth Enhancement
This process can be key to creating and maintaining your financial comfort. It can include:
- Managing resources and your portfolio
- Tax planning and tax efficiency issues
- Personal savings
- Simplifying your financial life
- Education funding
Wealth Transfer
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
Charitable Giving
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
Wealth and Income Protection
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.
Retirement Plans
We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.
