Mitchell, Hastings & Sweigert Financial Services

About Us

At Mitchell, Hastings and Sweigert, trust is our true north.
We are an independent financial planning & investment firm, serving the needs of individuals & businesses in the Ocean City, MD area for over 32 years.

We help you navigate your financial horizon to financial security.
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.

At Mitchell, Hastings and Sweigert, we offer a comprehensive suite of financial services designed to meet your unique needs:
Wealth Management
Investment Management
Financial Planning
Retirement Planning
Tax & Estate Planning
Insurance Planning

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 guide you.

Experience the difference with Mitchell, Hastings and Sweigert Financial Services.