Aerial view of Eden Prairie showcasing commercial buildings and lush greenery alongside a serene lake.

Eden Prairie, MN

Speak with a local Eden Prairie, MN Financial Advisor

Our services include financial planning, investment management, estate planning, risk management, and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it were our own.

About Mission Wealth's Services

Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.

Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborates to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.

Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.

To meet with a financial advisor in the Eden Prairie, MN area, contact us today at (952) 333-4838.

In Eden Prairie and throughout the Twin Cities, many of the families we work with are thinking beyond a single financial decision. They are preparing for retirement, supporting the next generation, managing business or legacy planning questions, and trying to bring more purpose and coordination to their financial lives. Our goal is to build lasting relationships rooted in trust, care, and thoughtful guidance.
— Timothy Brown, Partner and Senior Wealth Advisor

6385 Old Shady Oak Rd.

Suite 250

Eden Prairie, MN 55344

(952) 333-4838
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Meet our Wealth Advisors who serve clients in Eden Prairie

Meet The Full Team

Emma Walley

Wealth Advisor Associate

Jon DeMoss

CFA®, CFP®

Senior Wealth Advisor

Polly Hamm

CFP®

Wealth Advisor

Timothy Brown

MBA, CFA®, CFP®, HDP™, RICP®

Partner and Senior Wealth Advisor

Emma Walley

Wealth Advisor Associate

Jon DeMoss

CFA®, CFP®

Senior Wealth Advisor

Polly Hamm

CFP®

Wealth Advisor

Timothy Brown

MBA, CFA®, CFP®, HDP™, RICP®

Partner and Senior Wealth Advisor

Services Offered

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Wealth Management

Unify every part of your financial life in one plan designed to move you toward your goals.

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Retirement Planning

Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.

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Trust & Estate Planning

Create a lasting legacy based on your wants and wishes.

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Tax Planning

Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.

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Investment Management

We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.

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Financial Planning

Develop a customized financial plan to help integrate all aspects of your finances.

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Asset Protection & Risk Management

Understand your liabilities and protect against different kinds of loss.

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Women on a Mission

Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.

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Psychology of Wealth

Understand your wealth. Make more meaningful decisions. Live with greater intention.

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Office Location and Contact

6385 Old Shady Oak Rd.

Suite 250

Eden Prairie, MN 55344

(952) 333-4838
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Hear Directly From Our Eden Prairie, MN Clients

Dan S.

08/05/2026

We've been with Brown Wealth, now Mission Wealth, for over 10 years. We built a solid plan covering goals, investments, insurance, estate planning, and taxes. We have monitored progress on a routine basis. Tim Brown has been very reliable and responsive to all emails and calls. I couldn't ask for more. We are meeting all of our goals!

Susan H.

07/31/2026

David and I had a lovely evening! We greatly enjoyed the food, having had to request gf, it was delicious and appreciated. We enjoyed visiting with a few other of clients too. Thank you so much for another special evening on the lake. I wouldn't change a thing!

Kathleen S.

07/31/2026

Tim and Polly have our best interests at heart. They carefully explain the options for our investments so we can understand. The performance is great, we can rest easily and know that our funds will grow and we will be ok in retirement.

Mark and Judy G.

10/06/2025

An excellent experience with Tim as always. Never disappointed.

Eapen C.

09/17/2025

Relationships in thecfinancial markets are all about trust, which is earned over time. We have years of experience with Tim Brown, and we know his process, diligence, and the fiduciary interest he takes in our making decisions together.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Kyle Buffo, CFP®

Client Development Advisor

Let’s align your wealth with your purpose.

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550