Mitchell DeWitt (CFP®, MBA)
Mitchell DeWitt focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
Planning Specialties
Mitch regularly works with clients who have equity compensation as part of their employment benefits – things like stock options, employee stock purchase plans (ESPPs), and RSUs, to name a few. Because of that expertise, Mitch aligns well with executives and high-level employees who work for Madison-based companies like Epic and Exact Sciences. Mitch also has a wide knowledge base when it comes to Environmental, Social, and Governance, or ESG, investing, which is also referred to as Socially Responsible Investing (SRI). As ESG investing has expanded, Mitch has produced a variety of educational content on the subject, including a webinar and several written pieces on Walkner Condon's blog. You can read his introductory piece to ESG investing here: https://bit.ly/3mFd3IBAdditional Information
A native of Grandville, Michigan, Mitch's background is based in engineering, and he worked for several years in the field after graduating from the University of Michigan with a bachelor's degree in industrial and operations engineering. After making the switch to the financial planning field, Mitch earned his MBA from the University of Wisconsin in 2018, the same year he joined Walkner Condon. He began his career in financial services with Merrill Lynch. Mitch and his wife, Kaylee, live in Madison with their two children, Avery and Maddox. A coffee aficionado, Mitch enjoys running and staying active.NAPFA Start Date
November 01, 2021
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