Mitchell Custenborder, CFP^®

Mitch does his best work with clients paid variably via sales commissions, stock compensation, and business ownership distributions. As a CERTIFIED FINANCIAL PLANNER™, he is well educated in creating tailored savings plans, diversifying overly concentrated positions, and mitigating tax liability. Mitch’s clients tend to seek a working partnership of collaboration and shared life philosophy with him. Often, they work towards what he calls “designing your ideal life”, which is a present based conversation just as much as futuristic.

He has an instinct for giving everything his best effort, noted in his career, and in his four years as a Division I collegiate golfer, and four more years playing on minor league tours. Mitch’s formal education is from the University of Dayton with degrees in Business Management and Philosophy. He also completed the CFP® program through Bryant University. His experience as an advisor has been with brokerage firm Edward Jones and currently as a Partner of Financial Independence Advisors.

Mitch lives in Scituate, MA with his wife, Nikki, and their 3 children: Stella, Wyatt, and Liv. Aside from his family, he is most interested in his line of work and the human condition. Mitch has an unusual stack of reading that consists of wealth management, politics, philosophy, and spirituality.

Visit Mitch’s blog, The Enlightened Long Game, for his synthesis on what it means to be wealthy.

Raymond James does not provide tax or legal services.  Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.