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

Heirloom Advisors


John's Definition of Success:
To live enthusiastically, laugh often and dance when possible; to love honestly and openly and always to have romance in my life; to imbue my children and grandchildren with the gift of a great education, a love of knowledge, a respect of nature, and the moral fiber and confidence to take risks;
To be a true friend and trusted advisor; to achieve the respect of peers, staff, and clients; to be open to new ideas and constructive criticism; to help my clients create their own vision; and to create with them a plan to accumulate the assets to achieve their goals.
Too many advisors focus on getting you to retire rich; my goal instead is to help you live a rich life. 

Professional Designations, Certifications & Education

  • Bachelor of Laws/Juris Doctor in Law, University of North Carolina (Chapel Hill)
  • Certified Financial Planner™ (CFP®) certification
  • Chartered Financial Consultant (ChFC®) designation
  • Bachelor of Arts degree in Political Science, Wake Forest University

 Industry Involvement

  • Active in the Financial Services Industry since 1993
  • North Carolina Bar Association Member; Estate and Tax Section, Elder Law Section, and the Wake County Estate Planning Council
  • Investment Committee of NC Bar Association and Foundation Member



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