Mitch Zides - CERTIFIED FINANCIAL PLANNER™(CFP) and Chartered Financial Analyst (CFA)

For 16 years, Mitch has helped his clients with their investments and personal finances. Mitch founded Constant Guidance Financial to bring institutional thinking and customized portfolio management to individual investors.

Read more

As your Financial Advisor, I can help you…

  • Retirement & Estate Planning
  • Wealth Management & Retirement Income
  • Financial Planning
  • Tax Planning
  • Asset Protection & Risk Management
  • Insurance
Comprehensive Financial Planning Process

I believe that your goals are best achieved through a personalized financial plan and a customized investment portfolio.

Read more

Active Portfolio Management

I can help you invest and manage your portfolio.

Retirement Planning

A personalized retirement plan helps to remove uncertainty.

Income and Alternative Strategies

I can help you replace the security of your paycheck.

Why Choose Me

No Commissions. No Sales.
  • I focus on providing investment advice - not selling unnecessary products.
  • I'm a sworn Fiduciary for my clients, which means I put your interests and needs first.
  • As an independent advisor, I remain unbiased and do not earn commissions.
  • I do my best to give objective advice that is individualized to your personal circumstances.
ACCOUNTABLE AND RESPONSIBLE
  • I do not delegate responsibility
  • I'm 100% accountable for the investment decisions and financial advice.
  • My mission is to provide you peace of mind by relieving you the burden of planning and/or managing your investments.
  • I always act ethically and honestly and have a clean regulatory record.
CLIENT FOCUSED
  • I am committed to putting my clients first.
  • I have the professional knowledge of investments and financial planning (CFA®, CFP® designations).
  • My goal to provide superior investment management and the best financial advice that is aligned to your personal circumstances.

How you Benefit

I AM A FIDUCIARY & FEE ONLY
  • Act in good faith and in the best interests of my client's.
  • Minimize any conflicts of interest
  • Maintain independent and never receive compensation selling financial products
MY VALUES
  • Excellence - I take the time to understand my client's particular circumstances, goals, and aspirations.
  • Trustworthiness - I work hard to earn my client's trust by creating investment solutions that address their evolving financial goals.
  • Client Centricity - My private ownership structure fosters a long-term view that aligns my interests witht he best interest of my clients.
MY CUSTOMIZED WEALTH MANAGEMENT PROCESS
  • Portfolio construction - I take a disciplined and value approach to create a portfolio that meets the return/risk profile of each client.
  • Rigorous oversight - Once the appropriate asset allocation is chosen, I provide ongoing oversight and make changes as appropriate.
  • No Model Portfolios - I actively manage your portfolio based on where I can find the best investment opportunities.
  • Assess Returns and Risk- I make changes and refinements to your portfolio based on market conditions and my investment outlook.

Next Previous My Wealth Management & Investment Philosophy

For safeguarding assets, our investments are held at Charles Schwab & Company.