Planning Team
After a successful career practicing law as a partner at Petree Stockton, John Mitchell made the choice to change careers. In 1993, he set out to start a business helping clients build personal wealth through financial planning and goals-based investing. Today, he leads a multi-generational team of professionals at Heirloom Advisors consisting of five CERTIFIED FINANCIAL PLANNER™ professionals, three Chartered Financial Consultants (ChFC®), and a Certified Private Wealth Advisor (CPWA®) with over 140 years of combined experience in the financial planning and private wealth management industry.