The Investment Advisory Office of Christopher Mikes, P.A.

The Investment Advisory Office of Christopher Mikes provides personalized investment management and financial planning services to individuals, high-net-worth individuals, corporations, and other businesses. The firm helps clients build and manage portfolios using a mix of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, often utilizing Modern Portfolio Theory and third-party investment platforms like Betterment Advisor Solutions. In addition to investment management, the firm offers comprehensive and project-based financial planning covering retirement projections, cash flow and debt management, college savings, estate planning strategies, and business consulting. The firm operates as a fee-only registered investment advisor and does not sell commission-based products.