Mitchell, Hastings, & Sweigert
Financial Services
About Us
We help you navigate your financial horizon to financial security
Welcome to Mitchell, Hastings and Sweigert Financial Services, your trusted partner in financial security, nestled in the heart of West Ocean City, MD. For over 90 collective years we have dedicated ourselves to helping our clients navigate their way to financial security and confidence. Our mission is to help you succeed financially, embracing the coastal spirit of trust and tranquility.
Start Your Journey with Us Today!
Our Philosophy
We are a beacon for those looking for sincere financial guidance.
We believe in building lasting relationships based on trust, integrity, and transparency. Our independence allows us to focus solely on your best interests, offering objective advice that aligns with your values and aspirations. Unlike larger firms driven by sales quotas or investment selection limited by corporate constraints, we are truly independent in investment selection, focusing on your unique retirement, tax, and estate planning needs.
Our Team
Steadfast Guidance Anchored in Trust
At Mitchell, Hastings and Sweigert, trust is our true north.
We cultivate enduring relationships through unwavering honesty and independence. As an experienced and trusted team, we’re adept at navigating whatever financial tides come your way. Service excellence and care is our mantra every day, for every individual, no matter what the financial need. Your success is our goal.
Meet the dedicated professionals steering you towards financial success. Our experienced team is committed to navigating your financial journey with expertise and care.
Andrea L. Hastings
Certified Financial Fiduciary®
Professional Plan Consultant®
Investment Adviser Representative
Steven E. Sweigert
Chartered Retirement Planning Counselor
Phyllis R. Mitchell, CFP®
Certified Financial Planner™
Professional
Check the background of investment professionals on FINRA’s BrokerCheck.
Services
Offering a comprehensive suite of financial services to meet your needs
Whether you’re navigating the currents of wealth management or planning for retirement, our dedicated team helps to ensure our clients achieve a sense of financial security with personalized care and attention. At Mitchell, Hastings and Sweigert, we offer a comprehensive suite of financial services designed to meet your unique needs:
Wealth Management
Although we specialize in servicing affluent clients’ needs, we are uniquely positioned, with no account minimums, to help investors that may feel a bit behind in their savings goals or want to create a savings plan.
Investment Management
We provide experienced, independent, and transparent advice, with access to hundreds of investment options in order to find the right investment alternative in each situation.
Financial Planning
We build a roadmap for your particular financial destination and review it regularly.
Retirement Planning
We ensure you’re on the appropriate plan to help achieve your retirement goals.
Tax & Estate Planning
Our tax-efficient strategies help to minimize tax liabilities and maximize wealth preservation, while our team helps you navigate complex tax laws and regulations.
Insurance Planning
We provide independent customized insurance solutions, integrating them with your comprehensive financial plan at the lowest cost to you.
Chart Your Financial Future With Us
Wealth Management
Navigating Wealth’s Complex Waters
We specialize in serving high net worth individuals, working closely with attorneys and CPAs to optimize financial, investment, tax, and estate planning. Our goal is to provide a seamless and integrated approach to managing substantial wealth, designed to ensure your legacy is preserved for future generations.
However, we also realize that not everyone is there yet. We are happy to assist anyone who wants to improve their financial standing, not just the wealthy. So, wherever you are in your journey—maybe you’re just getting started or are new at financial planning and want a second opinion—we’re here to help guide you.
Elevate Your Financial Strategy With Us
Contact Us
Set Sail with Confidence
Experience the difference with Mitchell, Hastings and Sweigert Financial Services. Let us help you sail smoothly towards your financial goals.
Thank You for considering Mitchell, Hastings and Sweigert Financial Services for your financial planning needs. We hope that you have found our website to be helpful. Please complete the Contact Form below should you require additional information.