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.

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


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