Grey Mitchell

Grey graduated from Saint Joseph’s University in 2022 with a double major in Finance and Risk Management. While many classmates pursued technical financial careers, he chose financial planning to focus on people as well as numbers. Grey enjoys building relationships and helping others, and he helps clients gain clarity and confidence as they work toward their financial goals.

When he joined Broad Street Financial in 2025, Grey brought with him experience in individual financial planning and servicing employer-sponsored retirement plans. He is committed to continually expanding his industry knowledge and contributing to the firm’s growth, while delivering attentive, personalized guidance to each client he serves.

Originally from Quakertown, Pennsylvania, Grey now lives in West Chester, Pennsylvania. Outside the office, he enjoys golfing, staying active through exercise, and following Philadelphia sports teams. Whether working with clients or spending time in his community, Grey values connection, integrity, and continuous improvement in everything he does. He also enjoys learning from mentors and collaborating with colleagues. His approach is to help drive clear communication, accountability, and consistent follow-through for strong outcomes.