Mission Wealth is excited to announce its latest strategic merger with Retter Capital Management, a boutique RIA in Florida founded by Edwin (Eddie) Retter, CFP®, CMT®. This partnership brings Mission Wealth’s expanding national presence into Florida’s growing markets and marks Mission Wealth’s fourth partnership of 2025.
Retter Capital Management emphasizes a personalized, client-centric experience—marked by analysis, thoughtful planning, and a commitment to guiding clients toward long-term financial confidence and clarity. Eddie Retter will join Mission Wealth as the firm’s 55th equity partner.
Expanding Presence in Florida
The addition of Eddie Retter reinforces Mission Wealth’s strategy of selectively merging with top-tier talent in economically dynamic regions. Florida represents one of the strongest and fastest-expanding geographies in the nation, and this merger marks another milestone in Mission Wealth’s growth trajectory.
Our mission has always been about guiding clients with empathy, expertise, and purpose,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “Eddie’s expertise strengthens our team and expands our presence in a market that continues to see extraordinary growth.”
“Mission Wealth’s values and vision align perfectly with my own,” Eddie added. “Joining this team allows me to deliver even greater resources, technology, and planning solutions to clients, while also being part of a firm committed to national growth with local care.”
This merger underscores Mission Wealth’s commitment to building a national firm powered by top-tier advisors who share its mission of delivering personalized financial guidance, innovative strategies, and long-term impact. Eddie will continue to provide personalized financial services in eastern Florida from the Melbourne, FL office located at 6905 N Wickham Rd, #305.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00787371 09/25
