A complete list of active advisors currently associated with Mission: Advice

Warmer can help you find a great advisor at Mission: Advice or one who fits your needs even better.

Mission: Advice is a West Virginia–registered independent investment adviser that provides financial planning, wealth and investment management, and retirement plan consulting to individuals (including high-net-worth clients) as well as pension and profit‑sharing plans. The firm focuses on delivering standalone financial plans and ongoing portfolio management tailored to each client’s goals and investment profile. The firm describes a financial‑planning‑first investment process and generally implements portfolios with a passive, low‑fee ETF bias while emphasizing tax efficiency and proactive asset allocation for taxable investors. It uses the Betterment Institutional platform for discretionary ETF implementation and may recommend independent managers or tactical overrides when the firm identifies market inefficiencies. Noteworthy for a firm of its size, Mission: Advice serves institutional plan sponsors and retirement plans in addition to individual clients, and it discloses affiliations with insurance activities — advisory personnel are licensed insurance professionals and the firm acknowledges potential conflicts from insurance commissions. The brochure also highlights institutional relationships with custodians and a robo‑advisor platform that provide software and support to the adviser, benefits the firm receives and manages under its fiduciary obligations and Code of Ethics.

To learn more about the advisors currently working at Mission: Advice, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Maiden Jr.	Shepherdstown, WV	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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