A complete list of active advisors currently associated with The Money Mission Limited Liability Company
Warmer can help you find a great advisor at The Money Mission Limited Liability Company or one who fits your needs even better.
The Money Mission LLC provides individualized financial planning and investment advice to individual investors, delivering guidance and education primarily through one-on-one calls and meetings. It recommends mutual funds and low-cost, index-tracking exchange-traded funds across equities, fixed income, real estate, and commodities to help clients pursue long-term goals. The firm structures engagement around an initial assessment, a client questionnaire and a financial game-plan workbook, and conducts oral account reviews during monthly calls rather than providing written reports. It does not take custody of client assets or accept discretionary trading authority, and it guides clients to hold investments at third‑party brokerages while assisting with account setup and implementation. Distinctive for a solo independent adviser, The Money Mission operates on a flat-fee coaching model rather than charging percentage‑of‑assets fees and does not provide discretionary portfolio management for clients. The firm also publishes educational materials and a newsletter and offers books and one‑on‑one coaching, reflecting an education-first service mix that differs from many peers.
To learn more about the advisors currently working at The Money Mission Limited Liability Company, 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 |
|---|---|---|
Washington, DC
| 5
|
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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.
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