We’re proud to announce that Mission Wealth has officially been Certified™ by Great Place to Work® for the sixth consecutive year! This recognition is especially meaningful because it’s based entirely on feedback from our employees—and this year, 97% of our team shared that Mission Wealth is a great place to work, compared to 57% at a typical U.S. company.
Receiving this certification for the sixth year in a row is an honor and a reflection of our values in action,” said Matthew Adams, Chief Executive Officer and Managing Partner at Mission Wealth. “At Mission Wealth, we believe that when we invest in our people, we invest in our future. This certification is a reflection of our continued commitment to fostering a culture of belonging, purpose, and growth. We strive to create an environment where every team member feels valued, supported, and empowered to thrive—both personally and professionally. This recognition reaffirms our dedication to creating an exceptional workplace experience and inspires us to continue investing in our team and our shared future.”
Great Place to Work Certification™ is recognized worldwide by employees and employers alike and is the global benchmark for identifying outstanding employee experiences.
Company Culture at Mission Wealth
The graphic below compares Mission Wealth’s employee experience to that of a typical company.
At Mission Wealth, our culture is built around connection, purpose, and impact. In 2025, Mission Wealth continues to invest in its employees by promoting professional and personal growth through a range of initiatives.
Our affinity groups—including volunteering, fitness, book clubs, and Women on a Mission—remain vibrant, with ongoing growth in all groups. We have further enhanced our onboarding process, emphasizing mentorship, impact, the Mission Wealth mission, company values, and building strong peer relationships. Additionally, we proudly sustain the Mission Wealth MVP program, now in its fourth year, which honors employees through peer nominations and voting.
Here are just a few ways our team brought our values to life over the past year:
- Affinity and Impact Groups: We expanded offerings like our Women on a Mission group, and social connection clubs (volunteering, fitness, book club), helping employees connect across regions and passions.
- Annual Retreat in Nashville: Our national team gathered for team-building, local excursions, and volunteering at the local Shelby Park, deepening relationships and reinforcing our shared mission.
- Sustainability and Social Impact: We remain a Top Purpose-Driven Company and Certified Green Business, actively reducing our carbon footprint through eco-friendly practices and workplace initiatives. We’re committed to making a positive difference by supporting both global and local causes, including community service, charitable giving, and sustainability-focused partnerships.
- Employee Recognition and Growth: We continued our MVP peer recognition program, enhanced our donation matching and Volunteer Time Off (VTO) policy, and provided additional learning opportunities tied to personal and professional development.
Why Work at Mission Wealth?
At the core of our work environment are meaningful work, authentic connections, and a shared sense of purpose. Drawn from the Trust Index™ survey, the keywords below highlight the values and experiences our employees associate most with working at Mission Wealth.
Research shows that employees at Great Place to Work-Certified companies are:
- 4.5x more likely to have a great manager
- 2x more likely to be paid fairly and promoted fairly
- 93% more likely to look forward to work each day
Thank You to Our Team
Meaningful work, authentic connections, and a shared sense of purpose lie at the core of our work culture. We’re deeply grateful to our Mission Wealth team for bringing our vision to life each day. Your dedication, care, and commitment are what make Mission Wealth a truly great place to work.
Want to learn more about working at Mission Wealth? Learn more about career opportunities here.
About Great Place to Work® Certification™ and Methodology
Great Place to Work Certification criteria are the global standard for quantifying and benchmarking the employee experience. Using the Great Place to Work Trust Model and the Trust Index Survey, Certification evaluates workplace culture from the perspective that matters the most — the employee — offering the most comprehensive picture on the market of the internal health of an organization.
To be considered for Certification, organizations must have 10 or more employees and must complete a two-step process:
- Survey employees with the Trust Index Survey.
- Complete the Culture Brief™, a company questionnaire.
Positive employee responses to the Trust Index Survey (four and above on the five-point scale) are averaged to provide an organization-wide assessment of culture: the Trust Index. Companies that score above the current threshold become Great Place To Work Certified.
Surveys must meet strict requirements for how they are distributed and the percentage of employees who respond to ensure they accurately represent feedback from the company’s full population. Mission Wealth paid a fee of $2,225 to apply and obtain logo rights for one year. Visit Mission Wealth’s company profile here to learn more about our results.
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. 00779587 08/25
