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Here’s our story. We look forward to hearing yours.

At Monolith Financial, our sole focus is YOU.

Jeff Mitchell

CEO & Founder

Jeff Mitchell is the CEO and founder of Monolith Financial Group. He has over 30 years’ experience in the insurance and annuity industry.

While working as a captive agent earlier in his career, Jeff found that he could only offer his clients the products that the insurance company provided instead of what they really needed to help reach their financial goals. In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company.

Jeff holds his Series 65 license as well as life insurance licenses (#0777322) in California,Nevada, and Washington. He is also an investment advisor representative (CRD# 2325229) of JCG Investments, Inc.

When it comes to retirement strategies, Jeff’s philosophy is to assume less risk and focus on more wealth preservation while enjoying a stable and sustainable retirement income. He helps clients build strategies that allow them to retire with confidence.

Jeff has been featured in several publications, including Newsweek, USA Today, the Sacramento Bee, the Wall Street Journal and Yahoo Finance.

Jeff has been married to his wife, Rachelle, for over 30 years. His children, Greg and Camille, work beside him and will be taking over the business in the future. Jeff and his family love visiting their family cabin in Donner Lake and traveling the world together.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at, CALL us at (916) 367-6430 or send a TEXT to (916)245-7732 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Access Our
Retirement Kit

Request our Retirement Kit that addresses several topics you should consider when planning your retirement.
  • Monolith Financial Group is an independent advisory firm that specializes in building a lasting, trusting relationship with every client we serve.



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    Privacy Policy | Terms
    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM and Monolith Financial Group are not affiliated companies. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.