On February 10, 2026, Mission Wealth LP announced its merger with RightPath Investments & Financial Planning, Inc., an independent fiduciary wealth advisory firm founded by Steven R. Smith, JD, CFP®. This partnership expands Mission Wealth’s footprint in Colorado and supports its continued national growth. Smith will join Mission Wealth as a Special Advisor.

The integration brings RightPath’s expertise in retirement planning, long-term financial well-being for individuals and families, and its signature approach to customized financial planning into Mission Wealth’s robust national platform. Both firms share a client-first philosophy rooted in thoughtful planning, disciplined investment strategies, and ongoing advisor collaboration designed to adapt as clients’ lives and goals evolve.

Joining Steven at Mission Wealth is Megan Nuttelman, CFP®, who will serve as a Wealth Advisor. Megan has worked closely with Steve to build trusted relationships, offering clients both support and care through life’s most important financial decisions. This merger further supports the firm’s dedication to creating pathways for next-generation leaders.