On August 19, 2025, Hamilton Walker Advisers, an entrepreneurial financial planning firm based in San Francisco, California, has merged with Mission Wealth Management, LP. This partnership marks Mission Wealth’s third strategic expansion of 2025, increasing the firm’s presence in the Bay Area. Together, the firms will enhance their shared mission of delivering personalized financial advice with a focus on long-term impact and education.

Hamilton Walker Advisers has earned a strong reputation for its empathetic and educational planning approach, focusing on helping young professionals, entrepreneurs, and emerging affluent families. The firm’s founder, Sarah Hamilton, CFP®, CSRIC™, MBA, MSFAIM, will join Mission Wealth as the firm’s 54th equity partner, continuing her passion for innovative financial planning and providing a more meaningful and less intimidating financial planning service.