Adam Silva CFP®

Wealth Advisor

Based in Santa Barbara, Adam helps professionals, retirees, business owners, and families navigate retirement, sudden wealth, estate coordination, tax planning, and other major financial transitions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Adam Typically Helps

Physicians and healthcare professionals, educators and faith leaders, tech and creative professionals, entrepreneurs and tradespeople, widows and widowers, pre-retirees and retirees.

Serving Clients in

Santa Barbara • Montecito • Goleta • Thousand Oaks • Westlake Village • Ventura • Communities throughout the Central Coast and Conejo Valley

Available nationwide through virtual meetings

Questions Adam Helps Answer

How can I prepare for retirement and create sustainable income?
How can I organize my finances after an inheritance or the loss of a spouse?
How can I make investment decisions more tax-aware while addressing risk?
How can I coordinate charitable giving and estate planning?
How should executive compensation or a career change affect my plan?

As a Wealth Advisor at Mission Wealth, Adam Silva works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Adam delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Adam leverages his expertise to provide clients with tailored advice and guidance.

I love helping others see the opportunities that arise once they have the confidence and clarity that come with a tailored financial plan and an experienced team committed to their success. I’m thrilled to partner with Mission Wealth to deliver a truly exceptional, client experience.

—Adam Silva, Wealth Advisor

Adam’s Frequently Asked Questions

What should I expect when I begin working with Adam as my financial advisor?

Clients can expect a thoughtful, collaborative, and highly personalized planning experience centered on clarity, trust, and long-term partnership. Adam begins by listening carefully and understanding each client’s goals, values, concerns, and vision for the future. He then simplifies complex decisions, explains recommendations in plain language, and provides proactive, actionable guidance across the interconnected areas of their financial lives

Will I work directly with Adam, and who else may support my financial plan?

Adam will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Adam will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Adam if I live outside Santa Barbara or my situation is not listed above?

Yes. Adam meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Adam began his career in financial services at a boutique wealth management firm in Westlake Village, California, where he worked alongside a team of distinguished local advisors serving affluent individuals and families. Through a combination of technical expertise, proactive client service, and relationship-driven planning, he advanced to a Lead Advisor role in fewer than three years.

His unique background blends thoughtful guidance with rigorous financial training. Adam earned a Bachelor of Science in Financial Planning and Religion from Liberty University, where he was recognized as a Dean’s List honoree, and also pursued advanced studies in Biblical Theology at The Master’s Seminary.

Today, as a CERTIFIED FINANCIAL PLANNER® professional and Series 65 license holder, Adam specializes in helping individuals and families navigate complex financial decisions with clarity and confidence. His areas of focus include retirement income planning, tax-efficient wealth strategies, equity compensation planning, estate and legacy planning, multigenerational wealth planning, charitable and philanthropic giving strategies, and comprehensive risk management.

Adam is passionate about delivering personalized, comprehensive wealth management strategies that help clients preserve and grow their wealth while aligning their financial resources with their long-term goals and values.

Personal Pursuits

Adam resides in Thousand Oaks, California, where his greatest earthly joy is spending time with his wife, Dayan, and their three children. Outside of his professional life, he is a dedicated lifelong learner and an avid reader. Whether he is working with his hands to build something new, staying physically active, or embracing the daily adventures of fatherhood, Adam prioritizes a life of intentionality and faithful stewardship in all his pursuits.

Community Impact

Adam and his family are active members of Bethany Bible Church, where he considers it a privilege to serve as a teacher for the integrated family hour and Pre-K classes. He is deeply passionate about investing in the lives of others, fostering Biblical literacy, and heart-level character formation within the next generation. For Adam, these roles are an extension of his commitment to guiding others toward a life of purpose and integrity.