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 firm serves individual investors seeking individualized financial goals, providing financial planning, investment advice, and one-on-one coaching. It recommends mutual funds and low-cost, index-tracking ETFs across equities, fixed income, real estate, and commodities, and conducts initial assessments followed by ongoing calls or meetings to support plan execution. The advisor’s approach is education-focused and tailored to each client’s risk tolerance, time horizon, and financial goals; the firm teaches diversification and rebalancing and builds a written financial plan from client questionnaires and workbooks. The firm does not actively manage client accounts, does not accept discretionary authority or custody, and guides clients to execute trades through their own brokerages while conducting monthly oral reviews. Notable distinctions include operating under a flat-fee, membership-style model rather than charging fees based on assets under management, and maintaining publications and a newsletter alongside books and one-on-one educational coaching. The firm also offers a 30-day money-back guarantee and states it does not receive compensation for brokerage recommendations or recommend third-party financial services for pay, a combination that is uncommon among independent advisers.

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
Patrick Weinert	Washington, DC	5

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