Denver, CO

Everyone at Mission Wealth has helped my family with our financial and estate planning. They are so knowledgeable and great at explaining exactly what they are doing and why.

Professional, honest and informative

Peter and Sara are a responsive and thoughtful team who I trust have my and my family's interest at heart.

Wes Patton has consistently delivered excellent counsel, strategic direction, and personal investment structure. He is responsive in a very timely manner and does an excellent job at coordinating with my family and tax advisors.

I thought I knew a thing or two about investing, but had an inkling that I had made missteps when my portfolio was pummeled in 2022 by inflation shock. In Mission Wealth (MW) I found a team that shared my investing philosophy, including buying and holding low cost mutual funds over individual investments. I liked that they didn’t over-promise, emphasizing long term discipline. MW diversified my portfolio much more fully than I had ever conceived. The incorporated my biases to a point without compromising their vision and that has benefited me greatly. Their recommendations have proven to be crucial - liquidating my company stock, investing internationally and incorporating private investments. My portfolio is less risky than before w/o overweighting bond funds. My team is headed by Steph Bruno, and she has been outstanding to work with - very responsive to me and patient with my anxieties. I could not be happier with my wealth manager. Also, their online portal is wonderful.

We have had a very positive experience with Mission Wealth. Our Senior Wealth Advisor, Peter Ahrens, is very thorough and patiently answered questions we had in a very clear and concise manner throughout our portfolio review. Also, providing the necessary information needed for making any portfolio investment decisions

I've known Scott Ranby for nearly 8 months now. Scott is courteous and is always quick to answer questions posted. Looking forward to continue building strong relationship with Scott.

I’ve been working with Peter a few years. Peter is honest, responsive, and always provides innovative ways for me to grow my investments. I like that I have an opinion on how my accounts are set up but I have Peter’s insight and expertise to help me with my decisions. It feels like a team effort! I’ve been very happy with Mission Wealth.

We had our annual financial review with Kristi this afternoon and need to rave about her abilities and her personability! She has managed our Mission Wealth account for 4 years now and done very well increasing our funds and diversifying them against market changes. We are both retired and have continually changing needs. Kristi is super responsive to our needs and her models are great for explaining how to meet them. It is such a comfort to have her on our team.

We always appreciate the time Wes takes to explain everything clearly and make sure all of our questions are answered. Wes also always takes the time to understand our financial goals and needs. Wes and Eric are quick to respond to any questions we have, and we really enjoy working with them.

Peter at Mission Wealth continues to do a great job of managing our retirement portfolio since I retired in 2021. We hold periodic Zoom sessions to review portfolio performance and update our financial plan as our needs change. These sessions instill confidence that our portfolio will remain resilient for the long term. Peter always takes the time to listen to our future goals and what-if scenarios, and he runs them through financial simulations so we know how these might impact our portfolio over the long haul. I often take our conversations off track with various world events and finance questions as they pop into my head, but it never fazes him. He is always patient as he explains things and then gets our meeting back on track. Peter is my main point of contact, and he's very responsive to my emails and calls, as is the entire Mission Wealth team to whom he might delegate tactical tasks.

We feel lucky to have Wes Patton as our financial advisor. Always prompt with answers to our questions year round and always patient with us. Thank-you Wes !

I have nothing but good things to say about my experience with Mission Wealth. Wes Patton is great to work with and I have total confidence in his work and that of his team. He understands my goals and values for my investments; he brings me interesting options for diversifying; and he always answers my questions thoughtfully - even the silly and naive ones.

Over the past three and half years of partnering with Mission Wealth, our Mission advisor, Wes Patton, and his support team, our portfolio results have exceeded our expectations and contributed to great confidence and trust in Mission’s role in our financial picture. We credit Wes with taking time to understand our goals, providing assurance that he could help us meet them, and with doing what he said he could. In our minds, this accomplishment was not guaranteed by a bull market but was the result of sound decision making and advice. Wes’s consummate knowledge and application of financial planning principles, his employment of the right mix of Mission’s financial instruments, and his ability to communicate market analysis and instruments with clarity, timeliness and honesty led to the winning formula. It is with peace of mind and great respect that we express the good fortune we feel in having found an extraordinarily capable and trustworthy financial advisor and partner.

I am pleased with Mission. I got in their portfolio during a market turbulent time. With the help and guidance from Wes Patton the account recovered and has done well. His constant communication helped me better understand the strategy which has evolved and will continue to evolve in the future. Any questions on my behalf has always been responded to quickly. Wes is easy to work with and a great financial analyst.

Mission Wealth listens and understands. My advisors are prepared, constructive, and I feel like they have always had my back. They encourage me to live a life of joy and to balance my happiness with prudence. I love the Mission Wealth seminars and special events. It helps me stay engaged with the firm. They have been with me through hard times and easy times.. I am grateful!

We appreciate the level of service in addition to Mission's investment expertise. We feel we have a plan that makes sense for our personal situation.

Mission Wealth has been extremely helpful in planning our retirement. Wes, our agent, is very good at explaining related topics, projections and market dynamics. Wes helps us feel confident with our retirement spending. The whole of the office staff have been of excellent character and knowledge.

Timely, personal, solid advice.

Over the past five years, my wife and I have been most impressed with the service and results achieved by Wes Patton and the Mission Wealth team. Wes excels at communication: cadence, responsiveness, and attention to our concerns. He clearly explains strategy and alternatives to ensure we are in agreement with the plan, and he is comfortable discussing options and potential outcomes as needed while staying focused on the risk level appropriate for our situation. I would highly recommend Wes and Mission Wealth.

Working with Scott Ranby is a delightful experience in an often confusing world for me. He is patient, willing to answer any questions, and very competent. Honestly, I cannot emphasize enough the combination of the quality and competency of his service along with his gentle and kind personality. The best Financial Advisor we have ever experienced.

Steph does an amazing job at making sure that she understands my life goals, situation, and challenges. She checks in every year and we re-assess my progress towards goals. As a CEO, it gives me peace of mind to know that Steph is looking after my money and I don’t have to worry about that.

We love Kristi Kearney, CPA, CFP®, her team members and all of MISSION WEALTH.

Nothing to add at this time.

I love Peter's knowledge and passion, but most importantly, I feel like he really cares about helping me and helping me make the most out of my earnings. I love knowing that I have options available to me, and he explains the thinking behind his recommendations and takes the time to help me understand and feel comfortable with my choices. The timing of both Peter and me joining Mission Wealth and being matched up is ideal. I feel like I have more than an advisor, I have a trusted partner…which is exactly what I was hoping. Some companies look at their employees as resources to use, and others look at employees as assets for investment and growth. I’m glad to see Mission Wealth falls into that latter category.

I have been a client of Mission Wealth for 5 years now, and when I speak about them to friends and family, I usually start with..."If I only had found them sooner." Not only have my returns increased, the sense of security and confidence I receive from Mission Wealth and my advisor is what I value the most. Wes Patton has been my advisor since I moved to Mission Wealth. His responsiveness, guidance, and overall service are unrivaled compared to any other type of financial service or service in general that I've had in the past. Not only do I trust Wes' guidance, but he's also taken the time to get to know me as a person and therefore, truly understands my needs. I appreciate him more every time we interact. I continue to recommend Mission Wealth to others and am happy to say, that I hear the same from others who decided to switch to Mission Wealth.

My advisor, Scott Ranby, is the ultimate professional - efficient, knowledgable, caring and friendly. He asks great questions and listens well. He is easy to talk with and always is thorough and prepared when I ask questions of him. I am so happy and actually relieved to have as advisor who has all of these qualities. It is a hard world and it is a joy to have a trustworthy, helpful person whose expertise is not my own.

Scott is knowledgeable, patient, kind and always willing to listen to my questions and help me understand the issues. I appreciate his wonderful customer service as well as his in-depth knowledge of finance, taxes, investments and so much more.

Scott has been extremely helpful as we have been transferring assets from my father’s estate into our portfolio. He is very helpful and has explained a number of technical details very well.