National Honor Highlights a Personal, Client-First Approach to Wealth Management

Financial success creates complexity. Business transitions, tax exposure, estate considerations, charitable intent—each decision has ripple effects, and few people have the time or desire to untangle it all alone.

That’s where trusted guidance comes in. And it’s exactly why Justin Mitchell, Managing Wealth Consultant, has been named one of InvestmentNews’s 2025 Best Independent Advisors—a national list honoring professionals who lead with integrity, clarity and a deep understanding of their clients’ evolving lives.

Unlike advisors tied to proprietary products or corporate quotas, Mitchell has built his reputation by offering independent, unbiased advice. Clients turn to him not for quick answers, but for well-informed strategy that accounts for the full context of their lives—business, family, legacy and everything in between.

“People come in with questions that don’t fit neatly into a spreadsheet,” Mitchell said. “They want to know how selling a business might affect their kids, or how to give generously without undermining long-term goals. That’s where real planning begins. Not with charts, but with conversations.”

This recognition isn’t about asset size or flashy growth metrics. It’s about consistency, thoughtfulness and the kind of professional relationship that lasts through life transitions, not just market cycles.

Backed by a team that blends financial advisory insight with deep tax knowledge, Mitchell’s approach reflects a growing shift: a move toward comprehensive, conflict-free advice that’s focused on outcomes, not transactions.

InvestmentNews’s Best Independent Advisors list highlights the advisors who are helping redefine what exceptional wealth management looks like—and why independence matters more than ever.

See the full list of InvestmentNews 2025 Best Independent Advisors.