Strategic Advisers
47yrs
Top advisor by experience at Strategic Advisers
New
Madison Mitchell is a financial advisor in Chapel Hill, North Carolina, registered since Sep 2026. Madison joined Old Peak Finance in 2026, a firm offering financial planning and investment management. Madison holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office100 Europa Drive Suite 410, Chapel Hill, NC 27517
FirmOld Peak Finance
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.07 million
Advisors at the firm8
States licensed ?1 state
Services through Old Peak Finance
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Sep 2026 – nowOld Peak FinanceCurrent firm
Contact Madison
(919) 459-8181Old Peak Finance main office 100 Europa Drive Suite 410Chapel Hill, NC 27517Office · Get directions Firm websitewww.oldpeakfinance.com
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Questions to ask Madison
Tailored to Madison’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Madison
How do I contact Madison?
Call Old Peak Finance at (919) 459-8181 and ask for Madison Mitchell. Madison works from the Chapel Hill, NC office.
How long has Madison been a financial advisor?
Madison is new to the profession, registered since Sep 2026, and holds 0 licenses.
What licenses does Madison hold?
No exams are listed on the official record.
Is Madison a fiduciary?
Madison is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Madison paid?
Old Peak Finance reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Madison for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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