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OUR CLIENTS

Our Clients


In the regulatory environment of today, matched with the rising costs of tomorrow, Financial Advisors and their firms are finding it more difficult to keep their doors open for smaller investors.  In Berkeley County and nearby areas, we have taken notice of a growing number of firms requiring new investors to have a minimum $250,000 - $500,000 of investible assets to get their foot in the door.  Due to these financial barricades, it's often the small investor who suffers.

At Mission Financial Advisors, we have worked diligently to keep our overhead low.  By running our practice efficiently, we are able to offer our clients: Low account minimums ($50,000 - exceptions may apply); Competitive advisory fee schedules (Advisory fees ranging from .25% to 1.25% blended); And complimentary Retirement Planning (*Minimum investment of $50,000 in an advisory account required for complimentary Retirement Planning). A goal of our firm has always been, and will always be, to offer our community access to experienced Financial Advisors. 


Also see: Our Story

Would you like to know more about becoming a client of Mission Financial Advisors?  You can speak directly with a Financial Advisor by contacting our Martinsburg, WV office at (304) 263-3030.  Click here to view our other products & services.