Mitch Faulkner, Senior Wealth Advisor, CFP®, CEPA®
Mitch is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR™ and works with business owners and families who have outgrown the standard advisory model – people with complexity that requires coordination across investments, taxes, estate planning, insurance, and business succession.
His approach is straightforward: be the primary point of contact his clients can always reach and make sure every advisor on their team is working from the same plan.
Mitch began his career in 2016 with a boutique investment group focused on real assets. In 2017 he joined Greenway Family Office as an equity partner, working with multi-generational families and entrepreneurs across client service, trading, operations, and compliance. Following Greenway’s acquisition by MAI Capital Management in 2020, he continued as a senior advisor working with entrepreneurs, executives, professional athletes, and nonprofits. He joined Nichols Wealth Partners to bring that experience to the firm’s wealth management and family office clients.
He holds a degree in Finance from Lindenwood University and is based in St. Louis, serving clients nationally.
Get to Know Mitch
- Favorite food: Pizza
- Biggest accomplishment: Playing for Team USA in the International Games in Nagahama, Japan – and hitting a home run against Team Australia.
- Favorite book: David & Goliath by Malcolm Gladwell
- Hidden talent: Can recite the entire preamble of the U.S. Constitution from memory.