
Our Mission.
Since 1985, we have partnered with our clients and their families to establish loyal, trusting, and long-term relationships by listening well, consistently and honestly communicating, and trying to be a good steward of their money as we help them meet their financial goals through competent, personalized planning and the development, implementation and management of risk appropriate investment strategies. Our goal is to consistently communicate competence and care by doing our best to "care for you as we would ourselves" (Matthew 22:39 paraphrased). We are happy to work with people no matter their age or asset size, including children or grandchildren.
Ready to get started? Schedule time to meet with our team - we look forward to hearing from you. Below please read what some of our clients are saying about our team.
"Thanks for everything you all do in protecting my investment, that helps so much in keeping me financially safe. It keeps my old mind at peace!"
- Carol C.
"I started using the RB Michell team in 1999 after my dad had a stroke and Rob, who was a member of my church was kind enough to help me through the process of getting my dad's financial matters in order so my mother would be able to maintain a good life. My wife and myself have continued to work with the team for 25 years and my daughter and her family have been with Rob since she left home and married. My entire family has always been supported by the team, and we are appreciative of all they have done for us."
- Michael S.
"The members of the Rob Mitchell Team have been my financial advisors for over 25 years now. As an 84-year-old widow, I am so grateful for the sound advice, the encouragements, and the careful management of my limited means by these dedicated friends. I thank the Lord for each one of them."
- M. W.
"I have never been more pleased with a company than I am with the R.B. Mitchell team. This is not like a company; they are like family to me. As stock market rises and falls, I never get alarmed because I trust them to always do the right thing. This is most important to me. I have referred numerous people to this team and everyone of them have come back and thanked me immensely."
- Robin E.
"My husband and I have worked with Rob Mitchell and his team for over twenty-five years! We have complete trust and confidence in their handling of our financial affairs. He and his team have done very well for us over the years! We are extremely grateful for all Rob and his team have done for us!"
- Carole S.
This statement is a testimonial by a client of the financial professional as of 07/28/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
A Comprehensive Investment Strategy
The R.B. Mitchell Team takes a holistic approach to financial planning and investing. We prioritize individualized solutions, ensuring that every plan aligns with your distinct financial journey.
A Focus on
In-Depth Planning
Whether you are taking your first steps into financial planning or are venturing into more advanced planning for your estate, taxes, or retirement, our team is here to support you no matter what stage you are in.
Guiding You and Your Family on Your Financial Journey
When you work with The R.B. Mitchell Team, you become an extension of our family. Your success is our success and we will be by your side every step of the way.
8 Timeless Principles of Investing
Download this guide to get some bite-sized pieces of timeless financial advice. Financial planning doesn't have to be overwhelming.