June, Mitchell & Associates

Your financial needs are unique. At June, Mitchell and Associates, we appreciate that fact, and we honor it. For us, taking care of clients is our only priority—it’s something that inspires us to bring our best work to each person, family, or institution, every day.

Headquartered in Irvine, California, we are a close-knit, deeply experienced team that offers the perspective and judgment to help you navigate key decisions in your life and wealth. Versatile professionals, we offer more than 35 years of direct experience catering to the needs of multi-generational families, company founders, entrepreneurs, executives, actors, professionals, and inheritors, among others. We are equally adept in designing and servicing 401(k) and 403(b) retirement plans, managing corporate cash (on both sides of the balance sheet), guiding Home-Owners’ Associations (HOAs), and providing institutional asset management. Our practice extends well beyond the boundaries of California; we have been honored with referrals to clients’ friends and families in states throughout the U.S.

We believe that when you engage a Financial Advisor, it is important to make sure we are the right fit for one another. We are proud of the character and principles that guide our team:

• Your needs are our priorities. Taking care of you is the most important thing we do. You can perceive it in the attention we provide and the decisions we make. Everything follows from our fundamental commitment to your well-being.

• You are valued. We know that your wealth is more than just money. It is your hopes, your security, your aspirations, and your legacy. We take that responsibility very seriously, striving to be an irreplaceable source of understanding, objectivity, and comfort.

• You receive forthright, honest guidance. We care enough about you to provide candid advice. And we don’t shy away from difficult conversations. Our goal is to help you make well-informed decisions. By providing you with a straightforward assessment of your situation, we can help you streamline the path to your priorities.

• You become part of our extended family. Family is the most important part of our lives—something that extends to our client relationships. We become a deeply ingrained part of clients’ families, often extending to their children and grandchildren. Clients look to us during life’s highs and lows, knowing we are a trusted presence for decades to come.

• You regain precious time. Managing your wealth is time-consuming. By entrusting your financial affairs to our care, you gain time for the people and priorities you value, whether that means more hours with your children or grandchildren, focusing on your career, launching a new venture, or indulging a favorite past time.

• You gain knowledge and confidence. By nature, we are teachers and guides—roles that we have long enjoyed. When you meet with us, we take the time to explain our approach, transparently and directly. We encourage clients to be active stewards of their wealth, gaining clarity over the scope of their financial affairs.

We welcome the opportunity to speak with you. Please see the red “Contact us” button at the top of our webpage so that we can arrange a phone call or meeting at your convenience.