Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Name: Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®
Address: 464 2nd St, Excelsior, Minnesota, United States
Telephone: (952) 938-3476

Family | Fixer | Fiduciary | Advisor | Wealth Manager

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MJT & Associates Financial Advisory Group Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®

Excelsior, MN

Serving Clients Nationwide

Family | Fixer | Fiduciary | Advisor | Wealth Manager

(952) 938-3476

Website

Areas of Focus

Divorce Financial Planning
Financial Life Planning
Investment Management
Owning a Business
Retirement Planning
Special Needs Planning
Taxes

About Me

Hi, I'm Mitch Thompson. Navigating clients through transitions utilizing holistic financial planning explained in layman's terms – that's our goal for the clients we work with.

Whatever the change is, from an expanding family, education funding, empty nester, divorce, retirement, death, inheritance, medical, or disability – we are here to help, assist, and guide our clients through their transitions utilizing the team and resources we have surrounding us.

As your goals and values change, so does your plan. We make sure we update the financial part of your plan to meet the values of your plan. We want to ensure our clients have answers to their questions. Where am I relative to my goals? Do I need to make any changes? What should I be doing now? What if _______?

Attaining and maintaining a trusted relationship with your financial advisor is essential. I have been truly fortunate in my life through the experiences and opportunities I have learned from and continue to learn from.

I have been married, divorced, remarried, navigating a blended family, have a son with Autism, dealt with the "family farm" conflict, and lost loved ones. These are not just read-about experiences but ones I have walked through like many of my clients.

I have a solid commitment to the community, local schools, and organizations where we work and live. My wife and I have set up a non-profit to help with the challenges of special needs programs and provide funding for activities and supplies to benefit the children and adults in these communities. I volunteer for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota.

Outside of the office, you will find me spending time with my family and friends, enjoying the lake and outdoors, or quietly working on my next project.

Professionally, I hold and maintain Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Special Needs Consultant® (ChSNC®), and an Accredited Estate Planner® (AEP®) designations.

I'm an active member of the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), and Twin Cities Estate Planning Council.

I maintain an active insurance license to service and support a legacy booking business while also providing analysis and complete evaluation of all types of insurance for our clients. Neither myself nor my firm actively solicit, sell or receive commissions on any new business.

Professional Designations

Accredited Estate Planner (AEP)
Certified Divorce Financial Analyst (CDFA)
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Special Needs Consultant (ChSNC)

Affiliations

Fee Only Network
National Association of Personal Financial Advisors

Primary Location

464 Second Street, Suite 208 Excelsior, MN 55331

Additional Locations

📍 1505 E Hwy 7, Suite 200 Montevideo, MN 56265

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At MJT & Associates Financial Advisory Group, we service and support clients with various perspectives and values that differ from religious, political, goal-based, and others. We embrace our client's goals or values and work with them to accomplish their needs based on their terms, not ours.

Our financial advisors specialize in helping small business owners, retirees & pre-retirees, families, and those in transition. With expertise in areas of divorce and special needs planning, we are your trusted resource in financial planning, investment management, and retirement planning.

Our trusted financial advisors work to establish and review a plan that will help you pursue individualized goals while continuously monitoring and adjusting to life changes. We want to ensure we have all areas covered—from medical needs and concerns to future gifting aspirations—to be sure our comprehensive planning meets your needs now and in the future.

As part of our process, we accomplish your goals through a plan consisting (at minimum) of:

✔️ Creating buckets of assets
✔️ Establishing safeguards and documentation for protecting loved ones
✔️ Regularly examining asset allocation to help maximize investment strategies
✔️ Securing the appropriate income for retirement timelines and goals

What We Do:

Our financial planning process is similar to baking a cake together. As planners, our job is to make the best possible cake, the financial plan, with the best possible ingredients available today in our pantry. Your job, as the client, is to put the frosting and coloring, your values, on the cake.

Our financial advisors provide and implement a customized financial strategy tailored to your aspirations. This partnership provides you with comprehensive financial planning services that marries your goals with our expertise, open communication, consistent monitoring, accessibility to products, information, and technology.

We strive to enhance and embrace all our client–advisor relationships.

Education

University of Jamestown, Business Administration, Economics & Personal Financial Services

Hobbies and Interests

Family
Volunteering

SEC Lookup

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Who We Serve

Baby Boomers
Blended Family
Business Owners
Corporate Executives
Disabled Community
Divorce
Dual Income Family
Entrepreneurs
Families
Gen X
Gen Y / Millennials
Intergenerational Families
Living in Retirement
Parents
Special Needs
Young Families

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