Mitchell Kotheimer, CFP^®

How do I help our clients Live a Richer Life®?
As a personal CFO, I help clients Live a Richer Life through understanding their feelings and experiences related to money. My goal is to be present and meet clients where they are, while providing actionable and unbiased advice across their balance sheet. I recognize how overwhelming it can be to navigate one’s finances – from investments and taxes to estate planning, real estate, retirement, and the sale of a business. Through thoughtful collaboration with our team, my goal is to help clients find confidence and excitement as they align their values and passions with their time and money. Ultimately, realizing their opportunity and taking action to Live a Richer Life.

How do I align my time and money with my values and passions to Live a Richer Life®?
My core values are authenticity, harmony, and gratitude. Growing up in a Montessori school environment, watching my father build a holistic chiropractic practice, and learning alongside my younger brother’s journey with Spinal Muscular Atrophy shaped how I see the world – with empathy, curiosity, and an appreciation for different perspectives.

Today, I’m passionate about family, outdoor adventures (mostly long walks) with my fiancée Hannah and our dog Reggie, and giving back through mentorship and volunteer work. I enjoy cooking, skiing, golfing, and supporting Cleveland professional sports, although this usually causes more angst than enjoyment. I also volunteer with Youth Challenge, helping provide adaptive sports opportunities for children and teens with physical disabilities.