Mission Wealth Management — Email, Phone & Partners

Overview

Mission Wealth Management is a wealth management firm offering financial planning and investment services. The firm provides comprehensive financial planning, investment management, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client's needs. Mission Wealth Management has been recognized as one of America's Top 100 Registered Investment Advisor (RIA) Firms by Barron's for 2024, ranking #59, marking its fourth consecutive year on the list. The firm has expanded its presence through strategic mergers, including partnerships with Brown Wealth Management in April 2025, Hamilton Walker Advisers in August 2025, and Diversified Asset Management in October 2025. Mission Wealth Management serves a diverse clientele, including retirees, business owners, tech executives, and independent women, offering personalized financial guidance to help clients achieve their financial goals and leave a lasting legacy. The firm's services encompass investment management, tax planning, estate planning, and charitable giving, with a focus on proactive, goal-based planning to empower clients to make informed financial decisions. Mission Wealth Management's team comprises experienced financial professionals, including Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and Wealth Strategy experts, collaborating to provide integrated solutions for clients' financial needs. The firm's approach emphasizes a client-first philosophy, aiming to simplify complex financial decisions and provide clients with a sense of security and peace of mind. Mission Wealth Management's growth trajectory reflects its commitment to expanding its reach and enhancing its ability to serve clients with comprehensive, values-driven financial planning. The firm's dedication to innovation and unique solutions has been recognized by industry benchmarks, reinforcing its position among the leading wealth management firms in the country. Mission Wealth Management continues to focus on delivering personalized financial advice, adapting to clients' evolving needs, and supporting them in achieving their life goals through comprehensive financial strategies.

Portfolio Companies

Brown Wealth ManagementHamilton Walker AdvisersDiversified Asset Management

Reach Mission Wealth Management directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Mission Wealth Management

What sectors does Mission Wealth Management invest in?

Mission Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Mission Wealth Management is listed as a other in the ConnectSafely investor database.