How to Climb Your Personal Financial Mt. Everest and Return to Base Camp Alive

• Workshop Room 2

As you move closer to a business exit, it is essential that you develop your personal cash flow plan as you have had for your business for so many years. It is that important!

Presented by:

Barry P. Mitchell Jr Founder and Managing Director, Next Level Private

  • 2022 #8 Forbes Best-in-State Wealth Advisor New York State
  • 2021 #9 Forbes Best-in-State Wealth Advisor New York State
  • 2020 #14 Forbes Best-in-State Wealth Advisor New York State
  • 2019 #15 Forbes Best-in-State Wealth Advisor New York State
  • 2018 #17 Forbes Best-in-State Wealth Advisor New York State
Barry embarked on his journey to change the face of the financial services industry in 1987. During his 35-year career, Barry has proven to be eminently qualified to help clients and their families in his role as their trusted advocate. He has helped them navigate every type of market environment helping them sleep at night sin
  • 2022 #8 Forbes Best-in-State Wealth Advisor New York State
  • 2021 #9 Forbes Best-in-State Wealth Advisor New York State
  • 2020 #14 Forbes Best-in-State Wealth Advisor New York State
  • 2019 #15 Forbes Best-in-State Wealth Advisor New York State
  • 2018 #17 Forbes Best-in-State Wealth Advisor New York State
Barry embarked on his journey to change the face of the financial services industry in 1987. During his 35-year career, Barry has proven to be eminently qualified to help clients and their families in his role as their trusted advocate. He has helped them navigate every type of market environment helping them sleep at night since 1987, as they march towards financial independence. He takes great pride in his ability to add value by providing clients with a high standard of support, collaboration and knowledge. Barry founded Next Level Private with his team in 2021 as a registered independent advisor to serve their clients and community in a better way as fiduciaries. It is important to recognize and understand that NXT is not a broker dealer, and because of that Barry, the firm and all of its employees are held to a higher standard of care, known as the fiduciary standard. Barry is a 1983 graduate of Iona Prep and in 1987 graduated from Boston College Carroll School of Management with a B.S. in Finance and Marketing. His belief in continual learning has earned him multiple industry designations including the Chartered Retirement Planning Counselor (CRPC®), the Chartered Retirement Plan Specialist (CRPS®), and the Chartered Advisor of Philanthropy (CAP®). Since 2018, Barry has been recognized annually as a Forbes Best-In-State Wealth Advisor for New York State. He is currently ranked #8. Next Level Private has recently been recognized on Financial Advisor magazine’s list of America’s Top RIA’s in 2022. Next Level Private has also been featured as “The Face of Financial Advocacy” in 914 Inc and Westchester Magazine. Westfair Communications has also recognized Barry as a Top Wealth Advisor for Westchester/Fairfield counties since 2018. Next Level Private and Barry currently advise on and manage in excess of $750 million of assets and liabilities. Barry’s ethos for Next Level Private, and the way he and his wife Elisabeth live their lives encompasses helping others and continuously finding ways to give back to their communities. Barry is often heard saying “Do something for someone today that will change their life tomorrow,” a simple and tremendously powerful way to live. Barry, Lis and the Next Level family are keenly focused on giving back to many charitable organizations and philanthropic causes. Barry has recently joined the boards of Hospice of Westchester and Meals on Main Street (a soup kitchen in Port Chester formerly known as Caritas.) He is a member of Elizabeth Seton’s Children’s Leadership Council and the Friendly Sons of St. Patrick. Barry and Lis are also National Co-Chairs of the Crusader Athletic Fund for the College of the Holy Cross. Barry has supported and participated in Swim Across America for over 15 years and is the sponsor and captain of the Next Level Private SAA team which raised $37,000 in 2021. Barry, Lis and NXT are also passionate supporters of Bronx Lacrosse, Soul Ryders, Buying Time, Each One Counts, Iona Prep Father’s Council, The Picture House (Pelham and Bronxville), Don Bosco Community Center, and many other important community organizations. Barry and Next Level Private are also now sponsors for the New York State Trials Lawyers Association and actively participate, educate and support many of the PBA’s here in Westchester County. The Mitchells raised their three children in Rye, New York. The oldest two are college graduates - Barry III, Boston College ’21, and Margaret, College of the Holy Cross ’22. John ’25 is currently attending the College of the Holy Cross and playing on the lacrosse team. Both Barry and Margaret played lacrosse in college as well. Barry is an avid golfer and open water swimming enthusiast.

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