About Us

Mitchell Investment Group, a financial services firm based in Athens, Georgia, prides itself on creating long-term relationships with its clients, and those relationships are built on a high level of trust and strong, personalized service.
 
A fully independent firm, Mitchell Investment Group traces its beginnings back almost four decades when founder Sam Mitchell, a former University of Georgia football coach, left coaching for the financial services industry. After working with another firm, in 1990 Mitchell formed Mitchell Investment Group.
 
Three years ago, Sam sold the business to his son, Mark Mitchell, who has been a part of Mitchell Investment Group for more than 25 years.
 
One of the most important aspects of Mitchell Investment Group that clients find comforting is its independence. Mitchell Investment Group in 2016 partnered with Cambridge Investment Research, Inc. as its broker-dealer, but that relationship leaves the advisors at Mitchell Investment Group free to make their own decisions and offer their clients independent advice.

“Being an independent firm means we’re not tied to any company,” Mark Mitchell explains. “Captive agents are limited in what they can offer to their clients – they’re selling products for their company. But as an independent agent, if there is a product here or a product there that you want, I’m not limited. I can get clients what they want.”
 
And while that independence is an important aspect of Mitchell Investment Group, Mark says the most important reason clients choose Mitchell Investment – and choose to remain with Mitchell Investment – is the service the advisors at Mitchell Investment give to their clients.
 
“The biggest complaint you hear from investors is they never hear from their advisor,” Mark says. “That’s not the way we operate here. We want all of our clients to feel like they’re the only client we’ve got. We proactively contact all of our clients, and when they have a question it’s answered immediately. I can’t tell you how many times we’ve heard from people that they are looking for a new advisor because they haven’t heard from their advisor in two years. Our clients are not going to say that about us.”
 
Mitchell Investment Group is a full-service financial services firm, handling clients from those just getting started to those who are already in retirement. 

We handle mutual funds, variable annuities, and IRAs to include traditional, simple, Roth and self-directed IRAs; simplified employee pension accounts (SEPs); wrap accounts and managed accounts, college savings accounts (529 plans); term, universal and variable life insurance; long-term health care insurance; real estate investment trusts; oil and gas investments TFA I-Shares, stocks, bonds and minibonds. Our advisors also provide clients with portfolio reviews to ensure the rate of return (ROR) or return on investment (ROI) goals are being met.

 

Notice

Check out the background of this investment professional on FINRA’s BrokerCheck

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC - (http://www.finra.org/ and http://sipc.org/ ). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser by Mark H. Mitchell and Rex Bradberry, Investment Adviser Representative. Mitchell Investment Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.

We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling our office. This email service may not be monitored every day, or after normal business hours.

Mark holds FINRA State Licenses in the following states:  Al, AR, CA, CO, FL, GA, IA, KY, LA, MA, MI, MS, NC, NM, OH, OK, PA, SC, TN, TX, VA, WI.
Rex is currently licensed with a series 6, 63 and 65 securities license. He holds FINRA State Licenses in the following states:  AL, FL, GA, LA, MD, NC, NM, OH, PA, SC, TX, VA.
Chris holds FINRA State Licenses in the following states:  AL, FL, GA, MS, TN, TX.
Blake holds FINRA State Licenses in the following states:  AL, CA, FL, GA, HI, LA, MN, MS, NC, OH.

CONTACT INFORMATION

706.549.8555
706.546.0183
FAX 866.275.4500
mark@mitchellinvestmentgroup.net 

 

OFFICE LOCATION

595 South Milledge Ave
Athens, Georgia 30605
click here for map
 

 

SERVICES WE PROVIDE

  • ›   Retirement & Estate Planning
  • ›   401k Rollovers
  • ›   Life Insurance
  • ›   Investment Planning
  • ›   Mutual Fund Management
  • ›   Insurance & Tax Planning