Website Privacy Policy
Last updated November 12, 2026
Mission Advice LLC, doing business as Mission: Advice ("Mission: Advice," "we," "us" or "our"), is an investment adviser registered with the State of West Virginia. This policy explains how we collect, use and protect information when you visit missionadvice.com (the "Site").
If you are a client, this policy does not describe how we handle the personal financial information you share with us as a client. Our separate Privacy Notice does. It is available here and is included in our Form ADV brochure, which we provide to every client.
Information you give us
- Contact form: your name, email address, phone number and message.
- Scheduling: when you book a consultation, our scheduling provider, Calendly, collects your name, email address and any answers you provide.
- Email and phone: anything you send us directly.
Please do not send Social Security numbers, account numbers or other sensitive financial information through the Site or by regular email. We will provide a secure way to share that information if we work together.
Information collected automatically
Like most websites, the Site uses cookies and similar technologies to operate properly and to understand how visitors use it. Our analytics provider, Google Analytics, collects information such as the pages you visit, how long you stay, the website that referred you, your browser and device type, and your general location based on your IP address. We use this information in summary form to improve the Site. Embedded YouTube videos may also set cookies when you play them.
How we use information
- To respond to your questions and schedule consultations.
- To operate, maintain and improve the Site.
- To meet our legal and regulatory obligations, including recordkeeping rules that apply to investment advisers.
How we share information
We do not sell or rent your personal information, and we do not share it with other companies for their own marketing. We share information only with service providers that help us run the Site and our business, such as our website host, scheduling provider, email provider and analytics provider, and only as needed for them to do that work. We may also disclose information when required by law or regulation, or to respond to a regulator, court order or other legal process.
Text messaging
If you agree to receive text messages from Mission: Advice, we use your mobile number to communicate with you about appointments, services, requests for information and other business matters, and to keep records as required by applicable law.
We do not sell or share mobile numbers or text messaging opt-in consent with third parties or affiliates for their marketing or promotional purposes. We may share information with service providers that help us deliver, manage and retain business text messages, subject to appropriate safeguards.
Message frequency varies. Message and data rates may apply. Reply STOP to opt out of text messages or HELP for assistance. For more information, see our Terms of Use. If you are a client, our Privacy Notice continues to govern the personal financial information you share with us as a client, including through text messages.
Your choices
- You can set your browser to refuse or delete cookies. Some parts of the Site may not work properly without them.
- You can opt out of Google Analytics with Google's browser add-on at tools.google.com/dlpage/gaoptout.
- The Site does not respond to "Do Not Track" browser signals.
- To ask what information we have about you from the Site, or to ask us to correct it, contact us using the information below.
Links to other websites
The Site links to websites we do not control, including client login pages for MoneyGuidePro, Charles Schwab and AdvicePay; our social media pages; and regulatory websites such as adviserinfo.sec.gov. Their own privacy policies apply when you visit them.
Security and retention
We use reasonable safeguards to protect information we receive through the Site, but no website or internet transmission is completely secure. We keep information as long as needed for the purposes described here and as required by the recordkeeping rules that apply to us.
Children
The Site is not directed to children under 13, and we do not knowingly collect information from them.
Changes to this policy
We may update this policy from time to time. The date at the top shows when it was last changed.
Contact us
Mission: Advice · 7866 Martinsburg Pike, Shepherdstown, WV 25443 · (304) 870-4200