Broker Check

Team

How We Work

How We Work

We want to provide holistic financial guidance to make sure our clients are well equipped to pursue their life goals. We do that by maintaining a client first mentality and making sure to take all financial data into consideration. We believe tax data plays an integral role in a comprehensive understanding of our clients' financial picture.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Richard Mitchen

Personal Financial Specialist

(225) 755-5770

Richard@mitchenwealth.com

Richard is a Financial Advisor and office manager. He also conducts independent insurance business through his affiliation with major national insurance companies. He specializes in helping individuals accumulate and preserve wealth....
Read more

Eric Mitchen, CFP®

Wealth Management Advisor

(225) 755-5770

Eric@mitchenwealth.com

Eric is a CFP® Practitioner. With 18 years of experience in accounting and finance, Eric specializes in retirement planning, tax planning and preparation, investment planning, chart of accounts design, process development and...

Read more