About Mission Wealth

We are proud of our reputation of helping families achieve their financial dreams by managing their wealth as reliably as if it were our own.

About Mission Wealth

We are on a mission to inspire people, to optimize their finances, and to achieve their life goals.

Mission Wealth Founders Brad Stark and Seth Streeter

Mission Wealth's Founding Vision

Mission Wealth was founded in 2000 by Brad Stark and Seth Streeter. Their founding vision was to empower families to pursue their financial dreams and to serve client’s best interests. At the end of the day, we want our clients to know that both they and their family will be well cared for. Once they have this financial peace of mind, they can then focus on more balance, joy and impact in their life. We offer a high degree of personalized service for every client. When a client joins Mission Wealth, we always have their best interests at heart. Because we are employee-owned, we offer objective advice and are beholden to no one but the customer. All advice that we provide, is caring, thoughtful and focuses on your goals and what you really want out of life.

Mission Wealth's Purpose and Core Values

Our purpose is to provide caring advice that empowers people to realize true wealth.

  • Caring is reflected by how we care for our clients, team members and the communities we serve.

  • We are committed to our clients, helping them achieve their financial and life goals and we are committed to cultivating a supportive, fun, family-friendly culture.

  • We are adaptable to changes by continuously evolving our services so they remain cutting edge, allowing us to be a firm of permanence.

  • We celebrate a growth-mindset and promote continuous learning and career advancement for our team. We cultivate strong partnerships that drive our national expansion and ability to serve more families.

More About Mission Wealth

Awards and Rankings

Accolades & Rankings

Over the years, Mission Wealth has regularly received local and national awards and recognition. We consider recognition by the media and our peers as a reflection of our hard work and persistence to provide the best service and value to our clients, our team, and the communities we serve. 

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Community Impact Mission Wealth

Philanthropic Support in the Community

Since 2000, Mission Wealth has retained a record of outstanding community support, gifting a percentage of our firm profits year-over-year to local, national, and international nonprofit organizations. We are proud to now give back to over 100 nonprofit organizations each year. Employees at Mission Wealth continue this community support through paid volunteer time off, group volunteering events, donation matching, and allocated team giving for each region.

"Giving back is a big part of our culture at Mission Wealth," said Seth Streeter, Co-Founder and Chief Impact Officer. "Our volunteering strategy allows us to stay close as a team and connected within the communities we serve."

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Culture at Mission Wealth

Award-Winning Culture

We’re proud of the culture we’ve created at Mission Wealth and we’re continually investing in new ways to develop all of our people to enable them to grow and succeed throughout their careers. Mission Wealth achieves this through fostering professional and personal growth, a focus on women in the financial industry, diversity throughout our firm, comprehensive benefits package to keep employees work-life balanced, and a continued focus of community impact.

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DEI Mission Wealth

Diversity, Equity, and Inclusion

Mission Wealth established the Diversity, Equity & Inclusion taskforce, which has a mission to enrich our culture through awareness, education and action in order to create an environment of acceptance and belonging for all. We strive to create equitable and inclusive employment opportunities to meet the needs of all races, genders, ages, ethnicities, sexual orientations, gender identities, economic statuses, and all abilities, backgrounds, and perspectives.

And because we value diversity of talent and experience, we work every day to give people a sense of belonging to a shared mission, led by our CIO and Co-Founder, Seth Streeter. We believe that, together, we can achieve both our mission and our vision as we look ahead with optimism.

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Careers at Mission Wealth

Career Opportunities

Our firm is 100% employee-owned, with all owners located nationwide, actively involved in delivering advice and planning. Each team member is personally motivated by the belief that there is value beyond measure in empowering others to achieve their life dreams.

We are looking for new client advisors, partnership opportunities and additional support personnel. If you would like to explore your fit at Mission Wealth, we would be happy to meet with you to discuss the opportunity. 

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Learn More About Mission Wealth

Strategy team at Mission Wealth

In-House Strategy Team of Professionals

Integrate all aspects of wealth management, estate planning, tax management, investments, asset protection, and philanthropy, while taking into account your unique financial situation. We have everything you need to simplify your life... all in one place. Our in-house team of professionals with specializations in investments, taxes, charitable planning & philanthropy, estate planning, trust services, and asset protection will partner with you and your other trusted advisors to address your family’s unique needs and complexity.
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Accolades and Rankings at Mission Wealth

Mission Wealth Accolades & Rankings

Over the years, Mission Wealth has regularly received local and national awards and recognition. We consider recognition by the media and our peers as a reflection of our hard work and persistence to provide the best service and value to our clients, our team, and the communities we serve. 
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Community Involvement at Mission Wealth

How Mission Wealth Gives Back to the Community

Since 2000, Mission Wealth has retained a record of outstanding community support, gifting a percentage of our firm profits year-over-year to local, national, and international nonprofit organizations. We are proud to now give back to over 100 nonprofit organizations each year. Employees at Mission Wealth continue this community support through paid volunteer time off, group volunteering events, donation matching, and allocated team giving for each region.
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Culture at Mission Wealth

Mission Wealth's Award-Winning Culture

We’re proud of the culture we’ve created at Mission Wealth and we’re continually investing in new ways to develop all of our people to enable them to grow and succeed throughout their careers. Mission Wealth achieves this through fostering professional and personal growth, a focus on women in the financial industry, diversity throughout our firm, comprehensive benefits package to keep employees work-life balanced, and a continued focus of community impact.
LEARN MORE
DE&I at Mission Wealth

Diversity, Equity, & Inclusion at Mission Wealth

Mission Wealth established the Diversity, Equity & Inclusion taskforce, which has a mission to enrich our culture through awareness, education and action in order to create an environment of acceptance and belonging for all. We strive to create equitable and inclusive employment opportunities to meet the needs of all races, genders, ages, ethnicities, sexual orientations, gender identities, economic statuses, and all abilities, backgrounds, and perspectives. And because we value diversity of talent and experience, we work every day to give people a sense of belonging to a shared mission, led by our CIO and Co-Founder, Seth Streeter. We believe that, together, we can achieve both our mission and our vision as we look ahead with optimism.
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Career Opportunities at Mission Wealth

Career Opportunities at Mission Wealth

Our firm is 100% employee-owned, with all owners located nationwide, actively involved in delivering advice and planning. Each team member is personally motivated by the belief that there is value beyond measure in empowering others to achieve their life dreams. We are looking for new client advisors, partnership opportunities and additional support personnel. If you would like to explore your fit at Mission Wealth, we would be happy to meet with you to discuss the opportunity. 
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Frequently Asked Questions

Mission Wealth provides caring advice that empowers people to realize true wealth.

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Contact us today to learn more about Mission Wealth.

Mission Wealth provides caring advice that empowers people to realize true wealth.