Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.

Next Level Private

Barry Mitchell

This department focuses on providing support and guidance to clients in managing their financial needs and resolving issues.

Financial Advocacy

This department focuses on supporting and advocating for client needs and ensuring their satisfaction with services provided.

Client Services

This department focuses on enhancing interactions and satisfaction between the organization and its clients.

Client Engagement

This department focuses on overseeing investment strategies and managing operational functions to enhance organizational efficiency.

Next Level Private

Org chart

Teams

Financial Advocacy

Client Services

Client Engagement

Investment and Operations

Offices

Next Level Private

Org chart

Teams

Financial Advocacy

Client Services

Client Engagement

Investment and Operations

Offices

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