Kroon & Mitchell

Kroon & Mitchell is a Financial Planner in Grand Rapids, MI, located at 29 Pearl St NW # 400. The firm integrates tax preparation with investment management, serving individuals, families, and businesses across the Grand Rapids area and West Michigan. Associates hold Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) designations, leveraging fifty years of combined experience to develop strategies that address the tax implications of investment decisions. The practice manages over a billion dollars in assets, offering personalized financial planning, retirement strategies, and business consulting. It holds a rating of 4.70 based on 14 reviews.

The firm operates through two integrated disciplines: Kroon & Mitchell Asset Management and Kroon & Mitchell Certified Public Accountants. This structure allows the team to evaluate financial decisions holistically, ensuring that tax planning complements investment strategy for long-term security. Services include individual and business tax preparation for S Corps, C Corps, partnerships, and estates, alongside accounting, bookkeeping, and audit compilation. The investment team provides guidance on retirement plans, including 401(k)s and IRAs, college savings, estate and wealth transfer, charitable giving, and cash flow planning.

Key team members include Arthur J. Kroon, a CPA and CGMA; Amelia J. Mitchell, a CPA with an MSA; and Phillip Mitchell, a CFA, CPA, and CTP. The business consulting division assists small businesses with operations, growth, and financial management, helping clients navigate changes in their financial landscape. By combining these expertise areas, the firm aims to simplify complex financial aspects, allowing clients to focus on daily activities while maintaining accurate records and strategic foresight.

Kroon & Mitchell has built a solid reputation among the customers it has served, recognized for the depth of its combined tax and investment expertise. The firm’s integrated approach to financial planning distinguishes it as a trusted advisor in Grand Rapids, helping clients secure their financial well-being through tailored strategies and professional guidance.

The firm is situated on Pearl Street Northwest, just steps from Kendall College of Art and Design and the Downtown Grand Rapids Inc. offices. It is also located near Division Avenue North and the Kent County Courthouse.