BOOK YOUR FREE STRATEGY SESSION
Describe your perfect day?
Hiking or skiing, spending time with family, reading and eating a good meal.
What do you most like about your job?
Helping people become more financially literate and make life changing decisions.
Surprise us, something we don’t know about you?
I built a log cabin from scratch on my grandparent’s property in Ohio!
How long have you worked in Financial Services?
5+ years
Meet with Mitchell
Bachelor’s degree from John Carroll University
CFP® certification
Investment, Budgeting, Retirement Planning, and Relationship Building
Mitch began his career at Sequoia Financial Group, learning from seasoned advisors with 10-20 year client relationships. Witnessing the positive impact these advisors had on their clients' lives sparked Mitch's passion for long-term financial planning. He honed his skills by initially assisting senior advisors, then progressively taking on a larger role in client meetings and eventually managing his own portfolio. Primarily focused on retirees, pre-retirees, and mid-career professionals, his experience spans equity and fixed income investment strategies. Notably, Mitch navigated a company acquisition during his tenure, gaining valuable insights into the broader financial industry.
Based in Cleveland, Ohio, Mitch has dedicated his career to holistic financial planning within the independent RIA space. Prior to Domain Money, Mitch worked at Sequoia Financial Group. He has a passion for understanding the clients’ core values, guiding them to align their financial life with personal and professional goals. Mitch received his Bachelor’s degree from John Carroll University where he also played outside back for the men’s soccer team. Outside of work, Mitch enjoys working out, watching sports, skiing, spending time on various outdoor projects, and volunteering with a local charity that provides adaptive sports to young people with physical disabilities. He also enjoys reading books about psychology and keeping up with investment and economic news!
Mitch is passionate about sharing financial knowledge by boiling down the complex industry jargon to help his clients feel confident. He wants to help people sift through the nonsense and noise to make financial decisions that are best fit for their personal goals.
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These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Easy—simply book a free 30-minute Strategy Session. We'll use that call to understand your needs, and answer any questions so we can both determine whether Domain is a good fit for you. If you decide to move forward, we’ll be happy to guide you through the next steps.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain financial advisor is here to help with all aspects of your financial life. That includes analyzing your investment accounts, providing specific investment recommendations and reviewing your spending habits to create a realistic budget. We’ll also help with things like buying a home, saving for education, tax reduction planning, retirement strategy and insurance. In other words, you can count on comprehensive support. Every financial journey is unique, and we're here to help you confidently navigate yours.
Once you’ve shared your financial information with us, a One Page Plan or Strategic Plan takes three weeks to prepare. Our Comprehensive Planning is an ongoing 6-month engagement. We offer a limited number of spots each month.
For the One Page Plan, you’ll have a 30-minute Strategy Session. This first call lets you get to know Domain, ask questions and share financial information. Once your plan is ready, your advisor will present it and walk you through it during a 90-minute call. If you’ve chosen our Strategic Plan, you also get an additional 60-minute intake session. Our Comprehensive Plan is a six-month engagement that includes four meetings. Your advisor is also available for questions. Additional coaching sessions are available for $300 per hour. An annual plan update (recommended) or 60-minute plan review is $500.
You'll receive a personalized plan, guiding you through financial decisions tailored to your unique goals and life situation. One-on-one sessions with your Domain CFP® advisor are tailored to your specific plan type. Your advisor will walk you through all the details of your plan, providing guidance on how to best implement our recommendations.
We genuinely believe you're going to love your plan. If our work somehow falls short of your expectations, we're here to make it right. We'll address your concerns, making any adjustments as needed. If you're still not satisfied, Domain will provide you with a full refund. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely. We design flexibility into every plan we create. We encourage you to revisit your plan and consult with your Domain advisor whenever something big is changing in your life.
Hey, life happens. Priorities change. Naturally, your Domain financial plan is designed to keep up. Your Domain advisor is here to keep your financial strategy aligned with your evolving life.
For now, our services are only available to clients currently residing inside the US.
Easy—just email support@domainmoney.com.
We’re a team of dedicated pros, on a collective mission to make expert financial advice available to people who don’t happen to be super wealthy. Each of our advisors adheres to a high standard of care, always acting in the best interests of Domain clients. Each advisor holds registration as a Certified Financial Planner™ professional. We’ll never sell or share your data, and we never try to sell you on specific investment products. Which means our advice is entirely objective, with your best interests leading the way. Financial planning and investment advice are provided to clients through Domain Money Advisors, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).
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