Constant Guidance Financial
Fee-Only Wealth Advisor serving North Attleboro, Mansfield, Norton, Plainville, Newton, Boston, Wellesley, Rhode Island, and serving surrounding communities. Office in North Attleboro
Mitch is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and National Social Security Advisor with over 18 years experience. He provides individualized financial strategies to retirees, individuals, families, and business owners. He is responsible for overseeing the investment process and managing the portfolios for his clients.
Mitch believes that the best way to reach your financial goals is by achieving superior investment results. He founded Constant Guidance Financial so that he could provide independent financial advice that is in the best interest of his clients.
He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning. Prior to founding Constant Guidance Financial, Mitch worked at Wellington Management and Pioneer Investments.
Mitch’s investment experience consists of:
- Managing client portfolios ranging in size from $100,000 to $10 million
- Actively managing an investment portfolio of over $10 million.
- Consulting Fortune 1000 companies and business owners with retirement plans and asset allocation decisions
- Creating portfolio solutions for mutual fund companies and private equity advisors
Mitch Zides is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Constant Guidance Financial (CGFadvisor) is a fee-only, independent, wealth management firm that provides individualized financial strategies and retirement advice to retirees, individuals, corporate executives, and business owners. We seek to provide superior investment results, exceptional service, and active risk management.
We do not sell products. We only provide fee-only financial advice on investments, IRAs, annuities, estate planning, insurance, and retirement planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mitch Zides is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mitch Zides is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Mitch Zides is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Mitch Zides is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Mitch Zides
1 North Ave
North Attleboro, MA 02763