Basis Wealth

Smart Planning for Professional Families


Smart Planning for Professional Families

Welcome

Dana Mitchell, Ed Postrozny, Stephanie Kotsopoulos and the entire Basis Wealth team are focused on one thing: your family having a financial plan that’s based on your values, and real data.

Financial Plans

At Basis Wealth, we do things a little differently: we don't put you in the same financial plan as everyone else. Read More.

Right Process

Our process provides a customized solution to reaching your financial goals, with the flexibility to handle all of life's changes along the way. Read More.

The Business Benefits

Employee benefits can make the difference between having a good team or a great one. It can also help you keep them. Read More.

Expert Team

No great thing happens in isolation, and that’s why we are thrilled with the team of experts we have cultivated and attracted. Read More.

Dana Mitchell

Principal

A business leader and well-respected financial service professional, Dana heads up the Basis Wealth team. Her primary focus is the design and delivery of insurance and investment plans to meet her clients' unique objectives...

Ed Postrozny

Wealth Coach

As our Founder, Ed always takes time to chat and connect with Basis Wealth clients - or anyone ahead of him in a line. He's known for being amiable as he's known for developing and implementing results-focused financial plans...

Stephanie Kotsopoulos

Partner

As a Financial Security Advisor and Employee Benefits expert, Stephanie solves important financial problems and makes strategic recommendations that reflect the goals and objectives of our clients. Stephanie and Dana are a true team...