MJT & Associates, LLC Financial Advisory Group is a fee-only wealth management firm that helps clients navigate through financial waters. We specialize in small businesses, individuals, couples, and families in transition with a focus on divorce and special needs planning. We take the time necessary and listen to our clients’ concerns. We assist our clients in determining their financial goals, creating buckets of assets to help achieve those goals, establishing protection for their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We continuously monitor and adjust to help ensure ongoing progress and growth. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and an overall net worth of $400,000+. Although this is the trend, we are honored to assist all those who want help and financial advice.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met.
Mitchell has been working in the financial service industry since 1998. He formed MJT & Associates in 2000. Mitchell earned his Certified Financial Planner™ designation in 2006, his CDFA in 2018 and is an active member in the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), Collaborative Law Institute, and Twin Cities Estate Planning Council. Mitchell’s commitment to the community includes volunteering for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota, and he is a proud supporter of Westonka School and Community activities.
Mitchell grew up in southwestern Minnesota in the small farming community of Renville. He obtained his B.A. in 2000 from Jamestown College with a concentration in economics and personal financial services. Away from the office, Mitchell enjoys his family, traveling, spending time outdoors, working in his woodshop, and visiting his cabin with family and friends. Mitchell and his wife, Amanda, and their four children (Henry, Lily, Jack, and Ava) live in the community of Minnetrista where they enjoy all of the area’s activities.
Contact: Twin Cities, MN (952) 938-3476 | Fort Myers, FL (239) 963-4327 | Fax: (612) 677-3539
Post Office Mailing: PO Box 608 Mound, MN 55364