wealth management & Financial Planning À la carte.

WEALTH MANAGEMENT

Mission Financial Advisors prefers to utilize LPL's Strategic Asset Management (SAM) advisory platform for asset management.  The SAM platform requires ongoing investment advice and oversight, and obligates us to act in your best interest as a fiduciary under the Investment Advisors Act of 1940.  We monitor your portfolio on an ongoing basis and continue to offer advice as needed.  Within the SAM platform we elect to manage client assets in a discretionary manner, which means you don't need to direct us to make trades, rebalance your portfolio, or make other investment decisions.  (Household minimum required- See advisor minimums below.  Advisory fees and other nominal transaction costs will occur.  SAM accounts and other investment platforms are made available through LPL Financial).  See TERMS & CONDITIONS

*Financial Advisor Chris Stewart: Wealth Management Advisory Minimum 250k 

*Financial Advisor Tyler Mason: Wealth Management Advisory Minimum $50k

FINANCIAL PLANNING

Mission Financial Advisors utilizes Financial Planning techniques in an attempt to improve one's odds of achieving financial success. To pursue this goal, we harness Financial Planning software and other various technologies to help guide us in our quest to plan the following: Estimated savings goal; Estimated life insurance needs; Estimated retirement age; Estimated retirement income; Estimated portfolio life-span; Estimated impact of long-term care; Etc.  $100k Household minimum required for Financial Planning Services.  Plan updates and annual reviews are typically at no additional cost.  Other nominal transaction costs will occur. 

Would you like to know more about Mission Financial Advisors Financial Planning & Wealth Management?  You can speak with a Financial Advisor by contacting our Martinsburg, WV office at (304) 263-3030 or our Fairmont, WV office at (304) 363-0073.  Click here to view our other products & services.

*Nominal transaction costs will occur.