John F Mitchell, J.D., CFP®
Wealth Management Advisor


Heirloom Advisors

Our Mission

To teach and demonstrate to our clients the distinction between being rich and living a rich life.

About Us

After a successful career practicing law as a partner at Petree Stockton, John made the choice to change careers. In 1993, he set out to start a business helping clients build personal wealth through financial planning and goals-based investing. Today, he leads a multi-generational team of professionals consisting of two attorneys, five CERTIFIED FINANCIAL PLANNERTM practitioners, three Chartered Financial Consultants®, and a Certified Private Wealth Advisor® with over 90 years of combined experience in the financial planning and private wealth management industry.

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