Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies

Awards & recognition

  • Legacy 29 Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Jeff Mitchell, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Legacy 29 Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Taylor Mitchell, Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Jeff Mitchell, Five Star Wealth Manager , 2023

Community participation

Wenatchee High School Football - 2021 - present - Taylor Mitchell

Wenatchee Valley Football Club President - 2022 - Taylor Mitchell

The National Football Foundation Seattle Chapter Board Member - Taylor Mitchell

Mitchell Family Football Camp - 2016 - 2019 - Taylor & Jeff Mitchell

Snoqualmie Valley Food Bank - 2020 & 2021 - Taylor & Jeff Mitchell