The Face of Financial Advocacy

The team at Next Level Private will help you Create the Life you Envision.

Next Level Private works to put clients in a better financial position every single day. We offer a full range of financial services, including goals-based planning, fiduciary advice, and financial advocacy. “My team and I get to the office every day asking ourselves, ‘What can we do today to make life better for our clients?’ Now as an independent RIA and fiduciary, we are free from previous proprietary constraints and have a lot more available to us in terms of research, investment solutions, and technology that can put our clients in a better financial position,” explains Barry P. Mitchell, Jr., Founder and Managing Director. Next Level Private is all about increasing impact and giving back to our community. Beyond helping our clients gain security and financial freedom, we want to help them create the fulfilling and purposeful life they’ve always envisioned.

500 Mamaroneck Avenue, Suite 501 • Harrison • 914.431.5255 •

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Our Westchester Home Design Awards event is June 26!

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