MFB Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MFB Investments, LLC is a registered investment adviser that offers financial planning and assistance in selecting third‑party money managers for individuals, high‑net‑worth clients, corporations, and other business entities. The firm does not provide discretionary portfolio management or directly manage client assets and reports no assets under management.
Financial planning engagements are billed on an hourly basis and can range from comprehensive plans to single‑issue consultations; recommendations are provided in writing and clients retain discretion over implementation. When investment management is appropriate, the firm refers clients to external advisers and recommends generic, asset‑class level portfolios rather than specific securities; it does not take custody of client assets or vote client proxies.
The brochure discloses an affiliation with an accounting firm and states the firm routinely recommends that affiliate for accounting services, a relationship the firm identifies as a potential conflict of interest. MFB also acts as a solicitor for a named third‑party adviser and shares in advisory fees of recommended money managers, and it generally will not monitor accounts or provide regular written reports unless a client requests such reviews—practices that distinguish it from advisers that offer ongoing portfolio management and reporting.
Client services
Fee options
$250 per hour for financial planning services, negotiable depending on scope and complexity
Fee-only: $250 per hour for financial planning services, negotiable depending on scope and complexity
Main office
501 Independence Parkway, Suite 275
Chesapeake VA 23320
Advisors at this office
2
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew M
Series 65
Chesapeake, VA
MFB Investments, LLC
Andrew Martin is a financial advisor at MFB Investments, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC, a public accounting firm where he serves as Vice President and is involved in administration, assurance, tax, litigation support, and business consulting. MFB Investments, LLC provides financial planning and assists clients, including individuals and corporations, in selecting third-party money managers. The firm does not directly manage assets but offers written recommendations and refers clients to external advisers for investment management.
Holly M
Series 63, Series 65
Chesapeake, VA
MFB Investments, LLC
Holly Martin is a financial advisor with MFB Investments, LLC in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also a vice president and full-time employee at Corbin & Company, PC, a public accounting firm where she provides tax services, litigation support, and business consultations. MFB Investments, LLC offers financial planning and assists clients—including individuals, high-net-worth clients, corporations, and business entities—in selecting third-party money managers. The firm provides written recommendations and client discretion in implementation, does not manage client assets directly, and refers clients to external advisers when investment management is appropriate.
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