We’re an independent fiduciary firm that cares more about your life, family, and community than market cycles. Real guidance for real people.
Next Level Private was born from a simple belief: financial guidance should be about people, not money. After years in the traditional financial services world, we knew there had to be a better way.
We built this firm to be different—independent, fiduciary-focused, and centered on what matters most: your life, your family, and your community. No sales quotas, no corporate agendas. Just true advocacy.
Today, we serve a community of successful, regular people who want more than just portfolio management. They want a partner who understands that wealth is a tool for living well and making an impact on their journey towards financial independence.
Our team has worked together for years, building trust and relationships that go deeper than any transaction. This is our calling, not just our career.
Barry P. Mitchell Jr.
We put people over products and advocacy over sales. These values guide every decision we make and every relationship we build.
We bring decades of experience and a commitment to staying ahead of industry changes. Our guidance is informed, thoughtful, and always in your best interest.
We believe in showing up—for our clients, our neighbors, and causes that matter. Community isn't a marketing strategy; it's how we live and work every day.
Our relationships go beyond quarterly reviews. We celebrate your wins, support you through challenges, and treat your goals as if they were our own.
You can count on us to be consistent, thorough, and always prepared. Excellence isn't occasional—it's our standard in every interaction and every decision.
We’re advisors, parents, volunteers, and neighbors. We believe in financial advocacy as a calling, not just a career.
