8350 S. Emerson Avenue Suite 140 Indianapolis , IN 46237

317-449-2040

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.

Education &
Designations

Ohio University
Bachelor of Science in Sports Industry and Business
Master of Science in Sports Administration
Chartered Financial Consultant® (ChFC®)
Certified Retirement Counselor® (CRC®)

Affiliations &
Community Service

Carmel Dads’ Club – volunteer

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.

Contact Kevin

"*" indicates required fields

X/Twitter

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.