Marty Mitchell

Mitchell Wealth Management Group

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Phone: 1-800-311-1540
Fax: 336-774-6515
E-mail: mwmitchell@mwmgrp.com

After fifteen years as engineering, sales and marketing professional, Marty Mitchell made a giant leap to enter the field of financial planning and wealth management, joining the practice of his brother Myron in 1998.

“In the corporate world, I was troubled by what I saw as a growing trend—that company pensions were beginning to be substantially reduced and, in some cases, they were going away completely,” he says.  “For most folks approaching retirement, their Social Security and employers’ pensions constitute the largest portion of their retirement assets.  With pensions disappearing and Social Security’s future uncertain at best, I knew that a growing number of people— our neighbors and friends in the community and area—could benefit by having professional financial planning advice and direction. That’s why I became a financial planner.
 
“I want to make my clients’ lives better,” he says. “Most of my clients are folks approaching retirement, and some have already retired.  I want their retirement years to be fun as they reap the rewards of their lifetime of work.”
 
With that conviction, Mitchell Wealth Management Group uses a distribution strategy for their clients’ assets.  It’s a common-sense approach to planning. The idea is that people have been accumulating assets all of their working lives, but at retirement, the paychecks stop and the accumulation of assets pretty much stops as well. Then it’s time to put those accumulated assets to work so that they’ll provide income and financial security after retirement.
 
“Surprisingly, that’s still a unique concept in the financial planning world,” he observes. “Most planners are still focused on accumulating assets for their clients, long after they have retired.  But we want our clients to see their accumulated assets finally paying off—providing an income stream that can last as long as they live.  Fortunately, there are some good investment choices today that can provide that income stream after retirement.”

Marty expresses the philosophy that influences his work with each and every client. “My client always comes first, and my client’s best interests are considered in every recommendation I make. I want to be fair to everyone I meet and deal with. It’s important to me that I know and appreciate all of the aspects of my client’s life—family, work, hobbies, health, dreams and goals, because sound financial planning touches one way or another on each of those aspects. 
 
“Most of all, I want to be able to sleep at night, and to continue to live, work, and raise our family in our community, while truly helping my clients, their friends, and even their children and grandchildren.  Twenty years from now, I hope that my clients will thank me for helping to make their retirement years more secure and more fun.”

Community involvement is important to him. Marty served for four years on the Board of Directors of the United Way in StokesCounty.  He was a member of a community group raising funds to expand the Walnut Cove library. He has also volunteered for many roles and projects in the Stokes County Schools.

Marty and his wife Cindy have four children: Kayla is 15, the twins, Stratford and Stephanie,are 12, and Keligh is 7.