Mitchell Martin

CFP®, MBA

Mitchell Advisory, Inc.

Financial Advisor

Mitchell Martin

CFP®, MBA

Mitchell Advisory, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mitchell Martin, CFP®, MBA

(703) 481-9868

Fee-Only Financial Advisor the Entire Northern Virginia Area

Mitchell Martin is a Reston, VA fee-only financial planner. Mitchell Advisory, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mitchell Martin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Financial Planning Services are provided by Mitchell Martin, a Certified Financial Planner.  Mr. Martin has been providing financial planning and investment advisory services for over 20 years and has managed client assets successfully through many business cycles.  

In addition, to his skills as a seasoned investment manager,  Mitchell  has considerable general business acumen useful to his corporate and entreprenurial clients.  His past business experience includes stints as a management consultant at noted strategy consulting firm, Bain and Company in Boston. 

In addition to being a founder and principal of Mitchell Advisory, he owns along with his wife, a  successful Bagel Cafe located in Herndon.   Mitchell is an MBA Finance Graduate from MIT's Sloan School of Management and has an Undergraduate Degree from the University of Chicago. 

Mitchell Martin 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
We are advisors not salespeople...unlike many other leading financial planning firms we operate strictly on a fee-only basis. No commissions means no sales pressure and since we are exclusively paid by you ...you are assured that our advice remains untainted.

We are fiduciaries

As registered investment advisers& members of napfa, we are sworn to a fiduciary standard where we promise that the advice
we give is solely in your best interest--not ours.

Experienced & seasoned advice

Every client account is personally managed by Mitchell Martin, a certified financial planner, and NAPFA Registered Financial Adviser who has been providing financial planning & investment advice for over 20 years. Mitchell received a master's in finance degree from Mit's Sloan school of management and an undergraduate degree from the University of Chicago.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mitchell Martin 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.

  • Certified Financial Planner (CFP)
    Mitchell Martin 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.

Contact Mitchell Martin

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Office Locations:

  • 11710 Plaza America Drive
    Suite 2000
    Reston, VA 20190

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