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MFB Investments, LLC

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Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

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

Financial planning Selection of other advisers

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Fee options

Project-based

$250 per hour for financial planning services, negotiable depending on scope and complexity

Other

Fee-only: $250 per hour for financial planning services, negotiable depending on scope and complexity

Main office location

MFB Investments, LLC

501 Independence Parkway, Suite 275

Chesapeake VA 23320, United States

Number of offices

1

Most active in

More info

Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

757-436-4577

Advisors at this firm

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Andrew M

Series 65

Chesapeake, VA

MFB Investments, LLC

Andrew Martin is a financial advisor at MFB Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC since 2004, where he serves as vice president and is involved in administration, assurance, tax, litigation support, and business consultation services. Martin dedicates his full professional time to Corbin & Company alongside his role at MFB Investments. MFB Investments, LLC provides financial planning and assists clients in selecting third-party money managers for individuals, high-net-worth clients, corporations, and business entities. The firm offers non-discretionary advice and refers clients to external investment advisers rather than managing assets directly.

user avatar

Holly M

Series 63, Series 65

Chesapeake, VA

MFB Investments, LLC

Holly Martin is a financial advisor with MFB Investments, LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and has been with MFB Investments since 2012. In addition, she is a shareholder, officer, and vice president 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 helps clients select third-party money managers, serving individuals, high-net-worth clients, corporations, and business entities. The firm does not directly manage client assets but provides written recommendations and referrals to external advisers.

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