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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 our local community, we have taken notice of several firms that now require a minimum investment of $250,000 - $500,000 to become a client.  Due to these financial barricades, it's often the smaller investor that suffers.

At Mission Financial Advisors, we work diligently to keep our overhead low.  As a result of our cost efficiency, we have been able to offer our clients: Low household 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).  Our firms Mission has always been to offer our local community and the surrounding areas access to experienced Financial Advisors. 

Also see: Contact & Scheduling

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.