Mitcham Financial Services

Personal financial solutions, one investor at a time.

Investments | Retirement | Insurance

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to pursue them by our providing sound financial information.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to pursue them by our providing sound financial information.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Team

Matt Mitcham

Financial Advisor

Phone: 205-338-3534
Fax: 866-304-9374
Email Matt

Amy Garrett

Office Manager

Phone: 205-338-3534
Fax: 866-304-9374
Email Amy

Ellie Mitcham

Financial Advisor

Phone: 205-338-3534
Fax: 866-304-9374
Email Ellie

Paula Poe

Administrative Assistant

Phone: 205-338-3534
Fax: 866-304-9374
Email Paula

McKenzie Bridges

Administrative Assistant

Phone: 205-338-3534
Fax: 866-304-9374
Email McKenzie

Check the background of investment professionals on FINRA’s BrokerCheck.

Being a SmartVestor Pro

Dave Ramsey is the author of numerous best-selling books. We have been involved with Dave Ramsey since the beginning – we are one of the original participating members of SmartVestor Pros. We have also led many Financial Peace University courses. For more about Dave, you can visit his site here.

Being a SmartVestor Pro

Dave Ramsey is the author of numerous best-selling books. We have been involved with Dave Ramsey since the beginning – we are one of the original participating members of SmartVestor Pros. We have also led many Financial Peace University courses. For more about Dave, you can visit his site here.

What Does It Mean To Be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I am a participating member of SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning strategy.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a strategy to help you pursue your goals.

I care about your future.

I’m more than a “financial planner” – I’m someone you can relate to and share your dreams with. I fit your investments into your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax-Advantaged Strategies

We know that thinking about taxes can cause stress. Here at Mitcham Financial Services, we want to help you develop a tax-advantaged strategy. We will work to understand your tax concerns then work with you to help reduce tax liabilities.

Investment Management

Your investments are important to you and to us. We take the time to understand your individual investment goals. Then, we work with you to manage your various securities (shares, bonds, and other securities) and assets (e.g., real estate) to help you pursue your goals.

Business Services

  • 401(k) Plans
  • SEP IRA’s & Simple IRA
  • Individual Disability

Learn more about our other services below:

Click the button below to view 401(k) and retirement plan limits for Tax Year 2023

Resources

How to Protect Yourself When Giving to Charity

How to Protect Yourself When Giving to Charity

Donating to causes you care about is a great way to have a positive impact on the world, but it’s important to do your due diligence before giving. See steps you can take to protect yourself while helping others.

The Power of a Trust

The Power of a Trust

Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.  

Long-Term Care Insurances: Key Policy Featues

Long-Term Care Insurances: Key Policy Featues

It is difficult to prepare for the possibility that you or someone you love may need long-term care (LTC) as a result of an accident or illness. Your world could change suddenly, affecting not only your quality of life, but your finances, as well.

Contact Us


Mountain Brook Office

6 Office Park Circle Suite 207
Mountain Brook, AL 35223

Phone: 205-338-3534

Fax: 866-304-9374

Mon-Fri: By Appointment

Pell City Office

1000 Forrest Place Suite 3
Pell City, AL 35128

Phone: 205-338-3534

Fax: 866-304-9374

Mon-Fri: By Appointment

Daphne Office

28740 US Highway 98 Suite 8
Daphne, AL 36526

Phone: 251-318-1620

Fax: 866-304-9374

Mon-Fri: By Appointment

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Mitcham Financial Services