Mission Financial Group, LLC

EST. AUM
$310,912,519

CONTACTS

CLIENT ACCOUNTS
1,068

Firm Details

Metro area Las Vegas
CRD Number 311876
Website missionfinancial.com
Client types

Overview

Mission Financial Group, LLC is an independent, SEC-registered investment adviser with its principal regulatory office in Las Vegas, Nevada, and advisory locations in Honolulu and Princeville, Hawaii. Founded in 2021 by Nicholas Paul Abbott, AIF®, the firm operates under a strict fiduciary standard and specializes in helping retirees and pre-retirees navigate the transition into retirement. Through its proprietary “Mission Master Plan” process, the firm provides ongoing financial guidance that integrates cash-flow planning, tax-efficient retirement strategies, portfolio management, and legacy planning. Mission Financial Group combines personalized wealth management with access to brokerage solutions through its affiliation with Independent Financial Group while maintaining a client-focused advisory approach. Its investment philosophy emphasizes diversified, risk-conscious asset allocation using equities, fixed-income securities, mutual funds, ETFs, and select alternative investments to support long-term financial security.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mission Financial Group, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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