Mitch Walsh is an Financial Planner at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Planner, Mitch uses his array of experience to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners to help pursue their financial goals and implement strategies to meet their distinctive needs.
Education
- University of Michigan, BA
- University of Illinois, MBA
Professional Qualifications
- Masters of Business Administration (MBA)
- Series 7
- Series 66
- Variable Annuities Producer
- Life, Accident, and Health Insurance Licenses
Value Statement
I partner with clients to develop and implement a financial plan that meets their needs and goals, while protecting and growing their wealth along the way. I firmly believe that as an advisor I have a responsibility to provide my clients with a financial education, to be accessible and available to assist with any financial questions, and to be transparent with the cost of every portfolio.
Personal
Mitch is a graduate of University of Michigan with a BA in Economics and the University of Illinois where he received his MBA. He grew up in Rochester Hills, Michigan and currently resides in Clawson, Michigan with his wife, Kira, his Golden Retriever—Moose and his cat—Weller. He is a devoted Michigan Wolverines and Detroit Lions fan. Mitch enjoys working with business owners. As a business owner himself, he understands the importance of balancing investing in one’s business and building personal wealth outside of the business.