Alexander Mittag

Alex Mittag is a financial advisor focused on retirement planning, investment strategies, tax-efficient planning, and estate planning. He works with individuals and families to develop clear, structured strategies for retirement income and the efficient transfer of wealth to the next generation.

Prior to becoming an advisor, he worked with hundreds of financial advisors across the country to design and host educational seminars for their clients. Through this experience, he developed a strong foundation in client education and communication within the financial planning process. He earned his Series 7 and Series 66 licenses and transitioned into a full-time advisory role shortly thereafter.

He currently works out of Shelby Township and maintains a Northern Michigan presence between the Buckley and Traverse City areas, where he and Matt Breimayer host educational events throughout Cadillac, Petoskey, Traverse City, Macomb, and Oakland County. He is a graduate of Siena Heights University, where he played collegiate soccer and earned a degree in marketing.