Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®
Family | Fixer | Fiduciary | Advisor | Wealth Manager
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Family | Fixer | Fiduciary | Advisor | Wealth Manager
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Special Needs Planning
- Taxes
About Mitchell J. Thompson, CFP®, CDFA®, ChSNC®, AEP®
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 ®
- Chartered Special Needs Consultant (ChSNC)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- 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
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 MJT & Associates Financial Advisory Group
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
View DisclosureWho 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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
-
InsightsThe Legacy Planning Checklist: 7 Documents You Can’t Ignore
-
InsightsGray Divorce: 5 Financial and Tax Considerations for Couples Over 50
-
InsightsNavigating Financial Anxiety: Strategies to Overcome Feeling ‘Financially Frozen’
-
TaxesTax Planning for Small Businesses: Strategies to Maximize Savings and Minimize Stress
-
InsightsDivorce Planning: Navigating the Process with Confidence
-
Financial PlanningSecure Your Legacy: How Estate Planning and Financial Planning Can Preserve Your Family’s Future
-
InsightsNavigating the Tangled Finances: Expert Financial Advice to Guide You Through Divorce
-
InsightsWhy Estate Planning Is Essential: Protecting Your Assets and Legacy
