Myrna Mitchell, Mba, Cfp

Overview

Myrna Mitchell, Mba, Cfp operates as an independent registered investment adviser structured as a corporation and owned by an individual. The firm focuses on serving high‑net‑worth individuals and families and provides financial planning and portfolio management for individuals and small businesses. Fee arrangements are primarily hourly and fixed‑fee engagements rather than percentage‑based ongoing advisory fees. Investment activity centers on equity exposure, with a clear preference for exchange‑traded instruments and separately managed account solutions; client portfolios are managed in a non‑discretionary relationship, meaning Myrna Mitchell, Mba, Cfp provides advice and guidance while clients retain final trading authority. The practice does not position itself as a capital allocator to external alternative managers and is not identified as an active ESG investor. Service delivery emphasizes personalized planning and portfolio construction for a relatively small client base, where advice and implementation are tailored to individual objectives and constraints.

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Public Holdings

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Location & Offices