Nina Mitchell

Senior Wealth Advisor, Co-President, Colony Sports and Entertainment

Bethesda, MD
Focus Areas

Tax Planning
Investment Strategies
Estate Planning
Career Phase Strategies for Athletes
Business Management for Athletes
Family Office for High Net Worth Individuals

Client Specialty

Executives
Business Owners
Athletes
Women in Transition

Recognitions

InvestmentNews Women to Watch Award, 2018

Community

Boomer Esiason Foundation, Board Member/Executive Committee; The Lymphatic Malformation Institute, Board Member/Treasurer; University of Maryland Smith School of Business, Advisory Board; John Hopkins Medicine “A Woman’s Journey” Host Committee

Nina Mitchell is a Senior Wealth Advisor and Principal of The Colony Group and serves as Co-President of Colony Sports and Entertainment. She draws on her deep expertise in investment advisory, financial planning, tax and family office services to serve an elite group of professional athletes, many of whom have retired to successful second careers. She also advises and coordinates the often-complex financial lives of professionals, business owners, and executives.

As a co-founder of Her Wealth®, Nina is a regular contributor and shares her investment and financial advice for women in the Washington, D.C. region on WTOP radio. She is a speaker, writer, and contributor for women’s financial advocacy and enjoys helping women to engage in all aspects of their wealth from creation to legacy planning. Nina was also named an InvestmentNews Women to Watch in 2018.*

Nina served as a partner with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She was a Principal and co-Founder of MTX Wealth Management, LLC and served as President of SFX Financial Advisory Management Enterprises, Inc. She has also held other past senior executive positions at sports management companies, focusing her expertise in providing financial and investment advice to professional athletes, executives and women.

Nina earned a Bachelor of Science in Accounting from the University of Maryland. She holds the Series 65 license, and is currently a non-practicing Certified Public Accountant. She serves on the University of Maryland Smith School of Business Advisory Board. She is also a board member of the Boomer Esiason Foundation and the Lymphatic Malformation Institute.

In her spare time, Nina loves biking, walking, traveling and spending time with family and friends, especially her husband, Jason, and their two children.

*See important disclosures regarding awards and recognitions.

Published Insights

Essential Documents Your Young Adult Children Should Sign

These must-have forms are critical to protect your right to help your child in the event of an...

529 Plan Survival Guide: What College Expenses Are Qualified and Other Need-To-Know Facts

As parents and their children prepare for the fall semester of college, one of the most frequently asked questions we get is about their college 529 funds—specifically what they are allowed to spend those dollars on. Because 529 accounts are tax favorable, they have strict rules on what the...

How to Tap Your 529 College Plan To Pay For Education Expenses

Learn what the changes to the 529 college plan are and what college expenses are allowed with this quick...

WTOP Interview: Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

LISTEN NOW! Whether you are a professional athlete or a successful professional, we all need to plan for...

Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

There are parallels between how pro athletes and the rest of us need to approach retirement. Find out what they...

WTOP Interview: Tax Tricks and Treats: Are You Ready for the Grim Tax Reaper?

LISTEN NOW! Here's what you should know about the new tax law changes and how to reap the...

4 Questions to Ask to Maximize Your Life Insurance Benefits

Life insurance is there to financially protect your loved ones. Use these tips to maximize your life insurance...

Tips for Investors When Stock Markets Get Wonky

Tips for investors when stock markets get wonky. We lay out a plan of action to keep it all in...

Tax Tricks and Treats: Are You Ready for the Grim Tax Reaper?

Beware of the 2018 tax rule changes from the TCJA 2017 that may bring unexpected tricks to the...

WTOP Interview: Weighing the Costs and Need for Long Term Care Insurance

LISTEN NOW! Given the rising costs of care, it's essential that you know the costs and needs for long term...

WTOP Interview: Family Offices Are Not Just for the Super Wealthy Anymore

LISTEN NOW! Family offices were once reserved for the ultra-wealthy, now they're accessible to all...

WTOP Interview: The Pros and Cons of Hybrid Long-Term Care Insurance

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Are Donor Advised Funds Right for Your Charitable Giving?

Donor Advised Funds (DAF) can be a convenient, cost- and tax-effective vehicle to support your favorite...

WTOP Interview: How to Tap Your 529 College Plan To Pay For Education Expenses

LISTEN NOW! Paying for college: tips on tapping your kids' college savings without taking a financial...

Weighing the Costs and Need for Long Term Care Insurance – Part I

Baby boomers, learn to plan for long-term care insurance - its costs, coverage options, and insurance...

The Truth About Taxes in Retirement

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Are You Ready for 8,000 Days or More In Retirement? Part I

Navigate the 8,000 days of retirement and get ready to explore each phase using these tips and...

The Pros and Cons of Hybrid Long-Term Care Insurance

Weighing the pros and cons of hybrid Long-Term Care (LTC) insurance is essential to retirement...

Getting and Keeping the Credit (Score) You Deserve

Regardless of your level of wealth maintaining good credit can have a dramatic impact on the quality of your...

Family Offices Are Not Just for the Super Wealthy Anymore

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WTOP Interview: Top Travel Tips for The Empowered Female Traveler

LISTEN NOW! Here are some important travel tips if you're thinking of traveling internationally...

WTOP Interview: 7 Common Mistakes to Avoid When Naming Your Beneficiaries

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WTOP Interview: Are You Ready for 8,000 Days or More in Retirement? Part I

LISTEN NOW! Instead of looking at retirement as an end, consider a new retirement story that lasts 8,000...

Top Travel Tips for the Empowered Female Traveler

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WTOP Interview: Are Donor Advised Funds Right for Your Charitable Giving?

LISTEN NOW! Donor Advised Funds offer many of the benefits of a private foundation without the...

WTOP Interview: Should You Invest in Alternative Investments

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WTOP Interview: A Closer Look at the Tax Bill Changes: What It Means for Your Taxes

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WTOP Interview: Year end Tax Planning in a Year of Uncertainty

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WTOP Interview: Uncovering the Risk of Investing Too Conservatively

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WTOP Interview: Black Friday car deals: Know the pros and cons of leasing or buying a car

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WTOP Interview: 4 Steps to Practicing Intentional Wealth

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Need To Know Tax Tips Before Filing Your Taxes

Read our last minute tax tips to make sure you are maximizing your deductions and don't run into any...

7 Common Mistakes to Avoid When Naming Your Beneficiaries

Should something happen to you or your spouse, are you sure that your assets will go to the right...

Should You Invest in Alternative Investments?

Learn what alternative investments are and how they may be able to add more diversification to your...

Unpacking The Tax Bill: What It Means For Your Taxes

The Tax Cuts and Jobs Act of 2017 signed into law in December provides a major overhaul to the previous tax legislation. As the bill was being finalized, many people rushed to prepay state and local taxes (i.e. “SALT”) before December 31, 2017 to avoid losing out on these...

Black Friday Car Deals: Know The Pros and Cons of Leasing or Buying a Car

To get the best deal, consider all the pros and cons of leasing or buying a car before heading to the...

Uncovering The Risks of Investing Too Conservatively

Conservative investors should take a look at the actual risk in their investments. It may be more than they...

WTOP Interview: Smart Financial Strategies for Women Entrepreneurs

LISTEN NOW! If you are a business owner, take advantage of these smart tips to financially fuel your...

WTOP Interview: 20 Wealth Building Terms Every Woman Should Know

LISTEN NOW: We ditch the financial jargon to beef up your financial literacy and your bottom line. Let's get...

Smart Financial Strategies For Women Entrepreneurs

To celebrate American Business Women's Day, we offer our winning financial strategies for women...

WTOP Interview: Think Like An Investment Advisor To Be A Better Investor

LISTEN NOW! With pensions becoming a thing of the past, you not only need to be a better saver, but a better...

WTOP Interview: What Expenses Qualify Under A 529 Plan?

LISTEN NOW! Keep our guide handy to know what you can use your college 529 funds for and what you...

Risky Business – Misconceptions That Could Put Your Money At Risk

Women, it turns out, are better investors than men! But how do they stack up when it comes to knowing the...

20 Wealth Building Terms Every Woman Should Know

Knowing key financial terms is the foundation for smarter financial decisions and wealth building for...

What College Expenses Are Qualified And Other 529 Facts

Learn which college expenses are allowed, which one's are not and other important 529 facts with this quick...

Think Like An Investment Advisor To Be A Better Investor

The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...

In Case of Emergency: Creating Your Financial Option B

If your spouse suddenly died, would you know where to find all your financial information or what to do first or...

WTOP Interview: In Case Of Emergency: Creating Your Financial Option B

LISTEN NOW: Our In Case of Emergency Financial checklist prepares you to handle all of your finances should you have...

WTOP Interview: How To Protect Inheritances For Future Generations

LISTEN NOW: What you need to know to protect the inheritance you plan to leave to your children and...

WTOP Interview: Spring Cleaning Your Finances

LISTEN NOW: Spring is the perfect time to get organized and get your finances in shape for the rest of the...

WTOP Interview: Investment Soup – A Recipe For Financial Success

LISTEN NOW: Building a successful investment plan is a lot like making soup. Just follow these...

WTOP Interview: Top 10 Money Mistakes Women Make

LISTEN NOW: Stop sabotaging your finances and take control by avoiding these common money...

Top 10 Money Mistakes Women Make

Here are the top 10 money mistakes I see women make over and over and how you can prevent...

Investment Soup: A Recipe for Financial Success

Building a savvy financial portfolio is a lot like whipping up a delicious recipe. The secret is in the...

Protecting Your Child’s Inheritance In Case of Divorce

It's National Estate Planning Awareness Week! Our Wealth Advisors are answering your estate planning...