Mitchell & Pahl Private Wealth

Mitchell & Pahl Private Wealth, LLC is a fee-only registered investment adviser founded in 2020 by Brian D. Mitchell and Candace Pahl. The firm specializes in providing personalized investment management and financial advisory services to individual investors, high net worth individuals, trusts, businesses, and charitable organizations. Mitchell & Pahl operates under a fiduciary standard of care, offering portfolio management, financial planning, and wealth management services on a discretionary and non-discretionary basis. The firm's investment strategies are tailored to each client's risk profile and financial goals, focusing on a tax-efficient and cost-effective asset allocation strategy. Clients may engage Mitchell & Pahl for financial planning and consulting services on an hourly, fixed rate, or project basis. The firm does not charge performance-based fees or participate in side-by-side management. Mitchell & Pahl has no disciplinary information to report and does not pay referral fees. The firm has custody arrangements with a qualified custodian, First Clearing, and exercises investment discretion with clients' securities accounts. Clients receive monthly or quarterly account statements directly from the custodian. Mitchell & Pahl's financial condition is stable, with no financial commitments that could impair client commitments.