CPA, CFA®, CTP®
Kroon & Mitchell Asset Management
CPA, CFA®, CTP®
Kroon & Mitchell Asset Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Phillip Mitchell, CPA, CFA®, CTP®
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Phillip Mitchell is a Grand Rapids, MI fee-only financial planner. Kroon & Mitchell Asset Management provides comprehensive financial planning and investment services with an integrated approach to tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Phillip Mitchell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
We recognize that we are one of many firms that offer Investment services. What sets us apart is the level of knowledge and experience that our professional staff possess.
Phillip Mitchell’s past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position Phillip worked for a value-oriented investment manager in Atlanta, Georgia. As an Equity Analyst at the privately held firm, Phillip performed stock research for CornerCap Small Cap Value, CornerCap Balanced, and CornerCap Contrarian mutual fund.
Phillip serves on the City of Grand Rapids Police & Fire and General Retirement System. In addition, Phillip serves on the American Institute of CPAs (AICPA) Investment Committee. Phillip sits on the board of the West Michigan CFA Society and is an active volunteer for the CFA Institute in Charlottesville, VA . Phillip is member of the finance committee of the Opera Grand Rapids. Phillip volunteers on the MICPA Financial Literacy Task Force.
Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) – no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
Member of the Grand Rapids Rotary Club, CFA Institute, CFA Society of West Michigan, American Institute of CPAs, Michigan Association of CPAs, Grand Rapids Chamber of Commerce, Economic Club of Grand Rapids, Family Business Alliance.
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Every investment strategy has tax implications.
That's why we leverage the combined expertise of Kroon & Mitchell Asset Management and Kroon & Mitchell Certified Public Accountants. Two disciplines that work together for your overall financial success and security. With 50 years of combined experience in tax and investments, Kroon & Mitchell associates are leading experts in the Grand Rapids area - helping you manage your assets and financial well-being, today and in the future.
We offer tax preparation and financial planning which allows us to build strategies tailored to you and your family.
Kroon & Mitchell offers the ONLY Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) professional in Grand Rapids, Michigan. There are acronyms, letters and certifications behind every financial advisor’s name but these are the ONLY two that matter. These designations present a level of education, experience and business acumen that is second to none.
At Kroon & Mitchell we have investment experience researching, planning and advising over a billion dollars in assets. Through our firm we’re able to bring that knowledge and experience to an individual level.
Managing your finances isn’t a task you should take on by yourself. Kroon & Mitchell’s financial and investment advisors have the knowledge and CPA & CFA experience to help you develop a financial strategy. If you’re ready to take your tax and investment strategy to a new level, schedule your first consultation today.
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
Phillip Mitchell is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Phillip Mitchell is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Phillip Mitchell is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Phillip Mitchell is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Phillip Mitchell is a Certified Treasury Professional (CTP)
The Certified Treasury Professional (CTP) designation sets the standard in the treasury profession and is a global symbol of excellence.
Phillip Mitchell is a Certified Fund Specialist (CFS)
A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
Phillip Mitchell Contributes to Grand Rapids Business Journal: "Three tips for investing in a volatile market"
Phil Mitchell of Kroon and Mitchell Talks About: "How COVID 19 Affects Our Tax Planning, Investments, and More" on WGVU
Phillip Mitchell is Quoted on WGVU News: "Tax Day Is Not The Same-For Many Reasons"
Phillip Mitchell Discusses The Economy on Family Health Matters: "COVID-19 Special Edition #2"
Phillip Mitchell Contributes to Financial Planning Magazine
Phillip Mitchell is Quoted in Grand Rapids Magazine: "Family finances"
Phillip Mitchell is Quoted in Forbes: "Signs Your Trusted Financial Advisor Is Not"
Phillip Mitchell Shares 3 Tips about 401(k) and Retirement Planning Michigan Association of CPA's Video
Phillip Mitchell Discusses Last Minute Tax Preparation with WGVU News
Phillip Mitchell Discusses 2018 Tax Preparation Tips with WGVU News.
Phillip Mitchell is Quoted in Grand Rapids Business Journal: "Small business lobby opposes state tax plan"
Phillip Mitchell is Quoted in Grand Rapids Business Journal: "Be aware of tax code impact and IRS penalty reduction"
Phillip Mitchell is Quoted in Grand Rapids Business Journal: "Bill aims to improve U.S. retirement prospects"
Phillip Mitchell is Quoted in Grand Rapids Business Journal: "New tax law changes charitable giving strategies"
Phillip Mitchell is Quoted on WZZM: "Verify: Will the new tax bill lower taxes for the average West Michigan household?"
Phillip Mitchell Serves on the Board of Directors for the West Michigan CFA Society
Contact Phillip Mitchell
29 Pearl Street NW
Grand Rapids, MI 49503