Our Services
Mitchell Avenue Financial Services is a fee-only registered investment advisory firm based in Birmingham, Alabama. The firm was founded in 2025 by Dr. Stephanie Yates, CFP®, EA, with the mission of providing high-touch, personalized financial guidance to individuals and families, with a specialized focus on professional athletes, physicians, and corporate executives.
Comprehensive Financial Planning
$250 PER HOUR
This includes retirement planning, education funding, tax strategy, insurance analysis, estate planning coordination, and cash flow management.
Investment Advisory Services
$XXX
We provide discretionary and non-discretionary portfolio management, tailored to the client’s financial goals, risk tolerance, and time horizon.
Concierge Financial Services
$XXX
These services are designed for high-net-worth clients and include bill pay, budgeting support, tax preparation, coordination with other advisors, and 24/7 financial access and counsel.
Contact us
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