Our Firm

Mitchell Wealth Management Group, LLC is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Led by Myron D. Mitchell, Mitchell Wealth Management Group has been serving the Winston-Salem and surrounding communities for more than 20 years. We are a full-service, comprehensive financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets and plan for future generations. The firm serves individuals and businesses in the areas of financial, estate, and retirement planning and retirement income distribution planning, tax management, education savings, 401k, risk management, profit sharing, simple and SEP plans, as well as employee and executive benefits.

Mitchell Wealth Management Group offers the critical advice and service needed to enhance our clients investment experience. Click here to learn more about the critical role of an advisor in your financial future.

Our Mission

Mitchell Wealth Management Group will be a trusted advisor and friend to our clients. We will help our clients build and protect their wealth for their lifetime, and if desired, help establish their financial legacy.
 

Our Qualifications

We offer clients an impressive depth of expertise and experience in:

  • Retirement Distribution Planning
  • Investment Planning
  • Insurance Planning (Long Term Care and Life Insurance)
  • Tax and Estate Planning
  • Retirement plans for businesses

The Advisors at Mitchell Wealth Management Group, LLC  are well versed in a number of financial disciplines, and hold a variety of professional designations including CFP®, CLU, CFS, CRPS, MBA, and AAMS. Our combined education and experience positions us to offer comprehensive financial advice.