Giving Back: It's Our Mission

Our impact. Our community. Our mission.
Giving Back at Mission Wealth
Mission Wealth Founders Brad Stark and Seth Streeter

Our Commitment to Giving Back

Since our founding in 2000, Mission Wealth has shown a strong commitment to community support. We give a percentage of our firm profits each year to local, national, and international non-profit organizations and are proud to now give back to nearly 150 nonprofit organizations each year. We are committed to making an impact and providing team members with various ways to give back.

We believe that by giving back to the communities in which we work and live, we can help create positive change. Mission Wealth is proud to focus our giving on four main areas: environmental protection, health and human services, youth and education, and financial literacy.

As we continue to grow and evolve, our commitment to giving will remain a foundation of our mission.

Community Impact Videos

About Our Impact

Santa Barbara Beach Cleanup

Denver Kynd Kits

Scottsdale's St. Mary's Foodbank

SBI Marathon Team GSF

Learn More About Our Impact

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Local Impact in Our Communities

Mission Wealth has offices located across the nation. We encourage our team members to make a difference in their local communities, and we help organize team volunteering events and provide philanthropic budgets for each team to use in their area.
Denver Kynd Kits

Firm Retreat Volunteer Events

At each annual firm retreat, the firm organizes a volunteer initiative to positively impact the local community where the retreat is held. Click the links below to read more about our team volunteering. 

2024 - Financial Literacy Kynd Kits for the Boys and Girls Club in Metro Denver

2023 - Explore Ecology East Beach Clean-Up in Santa Barbara

2022 - St. Mary's Food Bank in Scottsdale

Accolades and Rankings at Mission Wealth

Financial Literacy and Scholarship Program

In 2022, Mission Wealth and the Center for Financial Planning partnered to launch the Mission Wealth Scholars scholarship program. The program aims to advance the profession of financial planning and financial literacy by providing financial assistance to individuals pursuing their CFP® certification. Those individuals must be from populations underrepresented in the profession.

Fall 2024 Scholars | Fall 2023 Scholars | Spring 2023 Scholars

Community Involvement at Mission Wealth

Sponsorships and Financial Support

We are committed to investing in our communities and helping create positive, lasting change. We are proud to have supported over 150 organizations across the United States. This includes monetary donations and firm sponsorships.

Through these efforts, we have helped create positive change in local communities and provided much-needed resources to those in need. Our focuses are gifting to environmental protection, health and human services, education and youth development, and financial literacy. We look forward to continuing to provide our support and resources to those in need and making a positive impact in our communities.

Mission Wealth Volunteering

Volunteering Nationwide

We support and encourage our employees’ desire to give back to the communities where they live and work. Our employees have taken part in various social responsibility initiatives, such as volunteering at local food banks, helping build homes for homeless veterans, and participating in beach clean-ups. Through these initiatives and more, we are committed to promoting social responsibility and making a positive difference in the lives of those we serve.

In 2022, Mission Wealth introduced several initiatives to support social responsibility. These included paid volunteer time off (VTO), regional volunteering events, donation matching, and allocated team giving budgets. On an annual basis, we're proud to relay that our employees average more than 400 hours of volunteering across 120 nonprofits.

Mission Wealth Going Green

Mission Wealth Goes Green

As a Certified Green Business, we have committed to reducing our carbon footprint by using sustainable products and materials and promoting renewable energy sources. To encourage our employees to continue to make a positive impact, we have implemented an employee engagement program that rewards those who volunteer, donate, or actively work to reduce our environmental impact. As we move forward, we will continue prioritizing social responsibility and environmental conservation in all our initiatives.

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We don't just help our clients achieve their goals. Our mission also extends to helping our team members achieve their professional and personal goals.
EXPLORE OUR CAREERS

Mission Wealth in the Community

AAPLE Academy

Santa Barbara, California

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St. Mary's Food Bank

Scottsdale, Arizona

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Explore Ecology

Santa Barbara, California

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Community First! Village

Austin, Texas

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The following Mission Wealth team members have stepped up in their community by serving on non-profit boards and leadership roles.