Mitch Zides, CFA, CFP®, Serves the Local Community

Mitch is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst. He is an independent fee-only wealth advisor with absolutely no sales quotas or production requirements. He is responsible for overseeing the investment process of the firm and managing the custom portfolios for his clients. He actively manages approximately $112 million in stocks/bonds/ETFs/preferreds/mutual funds in over 350 client accounts.mitch3

He provides personalized advice to established individuals, families, and business owners. Mitch founded Constant Guidance Financial and is the Portfolio Manager as well as President and Wealth Advisor. As an independent fee-only financial planner, he can provide you with an objective and unbiased assessment of your financial circumstance.

Mitch is the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation and MBA. Mitch’s specialty is managing portfolios, analyzing mutual funds, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments. His formal education consists of:

  • BS in finance from University of Massachusetts, Amherst
  • MBA from Bryant University
  • CFA charterholder
  • Certified Financial Planner™

He is a lifelong investor who believes that value investing based on fundamental analysis is the best way to reach your financial goals. He specializes with helping high net worth individuals, families, and businesses with their investments. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning.

Prior to founding Constant Guidance Financial, Mitch spent over three years at Wellington Management in Boston where he helped oversee servicing of investment portfolios for key institutional asset management relationships ranging in size from $80 million to $3 billion. Mitch offered investment solutions which included a broad range of the firm’s strategies such as equity, fixed income, and hedge funds.

Mitch’s investment experience consists of:  

  • Managing client portfolios ranging in size from $10,000 to +$2 million
  • Consulting Fortune 1000 companies and business owners with retirement plans and asset allocation decisions
  • Creating portfolio solutions for mutual fund companies and private equity advisors
Mitch lives in North Attleboro with his wife Bridgitte. Bridgitte has worked in the Attleboro school system for her entire career. They are both active members of the community. They have two daughters Bella and Remi and a boy Maxx. When Mitch isn’t working he enjoys playing sports with his children, golfing, and reading history biographies.

Below is a summary of Mitch’s designations and certifications:

Chartered Financial Analyst(CFA) – No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

Certified Financial Planner (CFP®) – Any advisor may call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism.