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 holds the Series 7 & Series 66 securities registrations & is registered in multiple states. He also holds insurance licenses for life & health which would include products such as Life Insurance, Long-Term Care Insurance & Disability Income Insurance.
Matt is a member of the Pell City Civitan Club & New Life Methodist Church. Matt is a volunteer & supporter of the Pell City Chamber of Commerce; Christmas parade committee & has emceed the parade since 2008. Founder and CEO of Special Stars Foundation, a prom for developmentally disabled students.
He resides in Pell City Alabama with his wife, Alesia. When not involved in community projects he enjoys hunting, golf, tennis, boating, skeet shooting, cooking & has a vegetable garden.
Matt Mitcham was recognized as Pell City Alabama Citizen of the Year 2013 by the Pell City Chamber of Commerce.
Amy has been with Mitcham Financial since 2012. She is the office manager over all offices, Pell City, Mountain Brook & Daphne. She oversees the hiring process, trains & supervises staff, assists clients with 401(k) rollovers and communicates directly with clients to answer any administrative questions or concerns. Amy also assists clients with insurance quotes & completion of insurance policies. Outside of work she enjoys spending time with her family and traveling as much as possible.
Ellie is the daughter of Matt Mitcham. She worked part time with Mitcham Financial through high school and college and has been back as a full-time employee in our Mountain Brook office since June of 2022. She has a degree in Finance from Auburn University and is a licensed financial advisor. Ellie focuses on back-end analytical work by doing investment research, placing trades, building client portfolios, and handling money movements requests for clients.
Paula has been with Mitcham Financial since June 2023. She works as an administrative assistant in our Pell City office focusing on answering the phone and directing calls for all three offices, scheduling appointments, greeting visitors in the office, and handling day to day clerical tasks. Outside of the office, Paula enjoys spending time with her dog and her family.
McKenzie is the daughter of office manager, Amy Garrett. She began working for Mitcham Financial in August 2022. She is a senior in high school, graduating a year early, taking dual enrollment classes with the University of North Alabama, while maintaining a 4.3 GPA. McKenzie is getting an early start on her professional career by gaining experience as an administrative assistant. She schedules annual review appointments for clients, sets up and maintains client’s online access to their accounts, and assists with answering the phones as needed. After graduating, she plans to obtain her degree in psychology.
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
Estate Planning & Business Transition Checklist
The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a...
Planning to Bridge the Retirement Savings Gap
The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional Research Service has shed light on a concerning reality: a significant majority...
Retirement Planning: Do We Stay or Do We Go?
As we sail into the golden years, the familiar shores of our longstanding homes beckon with the comfort of decades' worth of cherished memories. Yet, the winds of change carry whispers of continuing care communities, offering a different kind of allure with promises...
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
Matt holds the Series 7 & Series 66 securities registrations & is registered in multiple states. He also holds insurance licenses for life & health which would include products such as Life Insurance, Long-Term Care Insurance & Disability Income Insurance.
Matt is a member of the Pell City Civitan Club & New Life Methodist Church. Matt is a volunteer & supporter of the Pell City Chamber of Commerce; Christmas parade committee & has emceed the parade since 2008. Founder and CEO of Special Stars Foundation, a prom for developmentally disabled students.
He resides in Pell City Alabama with his wife, Alesia. When not involved in community projects he enjoys hunting, golf, tennis, boating, skeet shooting, cooking & has a vegetable garden.
Matt Mitcham was recognized as Pell City Alabama Citizen of the Year 2013 by the Pell City Chamber of Commerce.
Ellie is the daughter of Matt Mitcham. She worked part time with Mitcham Financial through high school and college and has been back as a full-time employee in our Mountain Brook office since June of 2022. She has a degree in Finance from Auburn University and is a licensed financial advisor. Ellie focuses on back-end analytical work by doing investment research, placing trades, building client portfolios, and handling money movements requests for clients.
Amy has been with Mitcham Financial since 2012. She is the office manager over all offices, Pell City, Mountain Brook & Daphne. She oversees the hiring process, trains & supervises staff, assists clients with 401(k) rollovers and communicates directly with clients to answer any administrative questions or concerns. Amy also assists clients with insurance quotes & completion of insurance policies. Outside of work she enjoys spending time with her family and traveling as much as possible.
Paula has been with Mitcham Financial since June 2023. She works as an administrative assistant in our Pell City office focusing on answering the phone and directing calls for all three offices, scheduling appointments, greeting visitors in the office, and handling day to day clerical tasks. Outside of the office, Paula enjoys spending time with her dog and her family.
McKenzie is the daughter of office manager, Amy Garrett. She began working for Mitcham Financial in August 2022. She is a senior in high school, graduating a year early, taking dual enrollment classes with the University of North Alabama, while maintaining a 4.3 GPA. McKenzie is getting an early start on her professional career by gaining experience as an administrative assistant. She schedules annual review appointments for clients, sets up and maintains client’s online access to their accounts, and assists with answering the phones as needed. After graduating, she plans to obtain her degree in psychology.