Sarah Mitchell
CFP, CFA · Mitchell Wealth Advisors
About Sarah Mitchell
Sarah Mitchell is a Certified Financial Planner and Chartered Financial Analyst with over 18 years of experience helping clients navigate complex financial decisions. She specializes in retirement income planning and tax-efficient investment strategies for professionals and executives in the greater New York area. Sarah takes a holistic approach, considering every aspect of her clients' financial lives to create comprehensive, actionable plans.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $250,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Why Choose Sarah?
18+ Years Experience
Proven track record serving clients since 2008
2 Professional Credentials
Holds CFP, CFA designations
127 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Sarah has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Sarah is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Sarah for over 6 years and they have consistently delivered excellent advice. Their expertise in Retirement Planning has saved us thousands.
Lisa R.
September 19, 2025
The team at Mitchell Wealth Advisors is professional and responsive. Sarah always returns calls promptly and provides thoughtful, well-researched recommendations.
Location
New York, New York
Map integration available on request
Request a Free Consultation
Connect with Sarah to discuss your financial goals. In-person or virtual meetings available.
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