Hamilton Walker Advisers
Hamilton Walker Advisers has Merged with Mission Wealth
The Hamilton Walker Advisers merger increases the firm's presence in the Bay Area, allowing us to help more clients achieve their financial goals with combined expertise and resources.
Hamilton Walker Advisers is Now Part of Mission Wealth
On August 19, 2025, Hamilton Walker Advisers, an entrepreneurial financial planning firm based in San Francisco, California, has merged with Mission Wealth Management, LP. This partnership marks Mission Wealth’s third strategic expansion of 2025, increasing the firm’s presence in the Bay Area. Together, the firms will enhance their shared mission of delivering personalized financial advice with a focus on long-term impact and education.
Hamilton Walker Advisers has earned a strong reputation for its empathetic and educational planning approach, focusing on helping young professionals, entrepreneurs, and emerging affluent families. The firm’s founder, Sarah Hamilton, CFP®, CSRIC™, MBA, MSFAIM, will join Mission Wealth as the firm’s 54th equity partner, continuing her passion for innovative financial planning and providing a more meaningful and less intimidating financial planning service.
A Growing Team With More Resources
If you need to reach us, please use the updated contact information below.
Sarah Hamilton, CFP®, CSRIC™, MBA, MSFAIM
Partner and Senior Wealth Advisor
Phone: (415) 573-1143
shamilton@missionwealth.com
Lissette Cristol
Client Service Representative
Phone: (415) 748-5060
lcristol@missionwealth.com
