Kevin’s Approach
Kevin J. Mitchell
CFP®, ChFC®, CRC®, MS
Financial Advisor
Overview
Kevin Mitchell is a financial advisor based in Savant’s Indianapolis office, where he focuses on helping individuals and families build and execute retirement strategies. With more than 16 years of experience in the financial services industry, Kevin works closely with clients to align long-term goals with thoughtful planning around employer-sponsored retirement plans, income strategies, and sustainable cash flow in retirement.
Before joining Savant in 2025, Kevin led public-sector retirement initiatives as program director for Nationwide’s Public Sector Retirement Plans teams. In that role, he oversaw governmental plans across Indiana, including the Hoosier START 457 Deferred Compensation plan. Earlier at Nationwide, Kevin supported plan participants throughout northern Indiana as a retirement specialist. He began his financial services career in 2009 with OneAmerica Financial.
Kevin is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® (ChFC®) and Certified Retirement Counselor® (CRC®) designations. He earned both a bachelor’s degree in sports industry and business and a Master of Science (MS) in sports administration from Ohio University in Athens, Ohio.
A Carmel, Indiana, resident, Kevin and his wife, Danielle, are raising two children. He enjoys competitive golf and spends much of his free time coaching youth soccer, baseball, and basketball through the Carmel Dads’ Club.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Ohio University
Bachelor of Science in Sports Industry and Business
Master of Science in Sports Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Financial Consultant®
- Certified Retirement Counselor®
Affiliations
- Carmel Dads’ Club – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.