CONSORTIUM MEMBER SINCE 2014

Marty W. Mitchell, CRPC

 

Panoptic Capital Management, LLC
7996 North Point Blvd. Suite 110
Winston-Salem, NC 27106

Phone  |  336-245-2521
Fax  |  336-245- 2838
E-mail  |  MMitchell@mypanoptic.com



Member Profile

Client Vision

Marty has worked in the financial planning business since 1998. Since that time he has worked with hundreds of families and individuals to help them pursue their financial goals along with specializing in distribution planning for retirees.


Areas of Expertise

  • Financial Planning
  • Retirement Distribution
  • Education Funding

Education/Certification

  • Chartered Retirement Planning Counselor

Outside The Office

In addition to his financial planning practice, Marty enjoys volunteering in his community, spending time with his family and at the beach.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.