Osprey Capital Partners was born from a shared belief: that financial advice should be personal, strategic, and deeply aligned with the full scope of a client’s life, not limited by institutional constraints or one-size-fits-all models.
Mitch & Craig met at a breakfast hosted by investment bankers, each bringing clients who were preparing to sell their businesses. Two advisors from different backgrounds, each working with clients preparing to sell their businesses. A professional connection turned into mutual respect, and over time, into collaboration. They began referring clients to one another, and as the work deepened, so did their vision.
What started as a few client conversations quickly revealed something bigger. They saw firsthand how powerful it was when tax planning and financial strategy were integrated. When advice came not from separate silos, but from one unified team. And when a firm wasn’t beholden to quotas or products but could truly act in the client’s best interest.
They spent more than a year planning the launch of Osprey. Each brings a shared passion for excellence, a commitment to stewardship, and the freedom that comes from true independence. Today, we offer a platform built to serve complex families, business owners, and individuals navigating significant financial transitions.
At the heart of it all is our mission: to be trusted guides. To give our clients clarity in a complicated world. And to help them build lives, and legacies, rooted in purpose, not pressure.
