# Mission Advice

Mission Advice is a RIA based in Shepherdstown.

## Overview

- **Organization type:** RIA
- **Headquarters:** Shepherdstown
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** https://missionadvice.com
- **LinkedIn:** https://www.linkedin.com/company/missionadvice

## Regulatory record

- **CRD number:** 300473
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300473

## About

Mission: Advice is a financial planning and investment advice practice serving business owners, military servicemembers, federal government employees, and their families. It integrates military planning processes with financial planning and emphasizes accessible, lower-fee advice. Services include comprehensive financial planning, retirement and education planning, employee benefits guidance, and investment management.

## People

- Tom Maiden — Founder
- Michele Maiden — Founder

## Related profiles

- [Capital Design Private Wealth](https://altss.com/profile/capital-design-private-wealth-llc)
- [Ferri Investment Solutions](https://altss.com/profile/ferri-investment-solutions)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mission-advice

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology