Mission

At Paul Mitchell Financial Services, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We also want all of our clients to be able to retire with financial dignity.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in Paul's approach to investing and seeking to preserve wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.