Every investment strategy has tax implications.
That’s why we leverage the combined expertise of Kroon & Mitchell Asset Management and Kroon & Mitchell Certified Public Accountants. Two disciplines that work together for your overall financial success and security. With 50 years of combined experience in tax and investments, Kroon & Mitchell associates are leading experts in the Grand Rapids area – your trusted advisors helping you manage your assets and financial well-being, today and in the future.
We offer tax preparation and financial planning which allows us to build strategies tailored to you and your family.
Kroon & Mitchell offers the ONLY Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) professional in Grand Rapids, Michigan. There are acronyms, letters and certifications behind every financial advisor’s name but these are the ONLY two that matter. These designations present a level of education, experience and business acumen that is second to none.
At Kroon & Mitchell we have investment experience researching, planning and advising over a billion dollars in assets. Through our firm we’re able to bring that knowledge and experience to an individual level.
If you’re unsure of your current tax or investing partners experience and knowledge we recommend starting a conversation by asking these five questions.
Managing your finances isn’t a task you should take on by yourself. Kroon & Mitchell’s financial and investment advisors have the knowledge and CPA & CFA experience to help you develop a financial strategy. If you’re ready to take your tax and investment strategy to a new level, schedule your first consultation today.
Phillip Mitchell is a senior portfolio manager/owner of Kroon & Mitchell Asset Management.
He holds the CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), and CTP (Certified Treasury Professional) designation.
Phillip graduated from Michigan State University with an undergraduate in Finance and Masters in Business Administration from the same institution.
Prior to forming Kroon & Mitchell Asset Management, he worked for Delta Dental of Michigan where he managed $800M in corporate and pension assets. Previously, Phillip was as an analyst/portfolio manager for CornerCap Investment Council in Atlanta, GA. His contributions to the Cornercap Balanced Mutual Fund included managing the fixed income portfolio and as an equity analyst for the fund and CornerCap Small Cap Value Fund.
Phillip is currently involved as a volunteer for the CFA Institute, CFA West Michigan – Treasurer and Opera Affiliates – Treasurer.