Houston, TX

Griffin Kent has done an excellent job for myself and my husband. Since joining Mission Wealth, we have had excellent communication. We have been retired since 2021, and with the economy, we worry if we will have enough money to last during our retirement years. Being with Griffin, he has shown us a plan for how we can live in retirement without worrying about our money. We appreciate everything Griffin does for us and have told others about Mission Wealth. Thank you again, Griffin, for all the time you spend with us, showing us what your company can do for us as clients of Mission Wealth.

I retired a year ago from a 40+ year career in engineering and management. I’m naturally very detailed and because of that characteristics it takes a lot for me to build trust in someone, especially with someone who will manage all my investments and guide me in future financial decisions. After 6 months of searching for the right firm, I decided that Fidelity/Mission Wealth was the right choice to help me manage my estate. During my initial six months with Mission Wealth I have worked closely with Griffin Kent and I must say that my experience has been much better than expected. Griffin has been extremely easy to work with and has been proactive in making suggestions that have resulted in positive results for my overall portfolio. My gut tells me that this good working relationship will continue for many years in the future, and I would highly recommend Mission Wealth to anyone who needs expert guidance in developing and ensuring a strong financial future.

Although my son and I have only recently begun working with Josh Vaughan, we have been pleased at his knowledgeable presentations and his ability to communicate effectively during this process. We are looking forward to working with Josh far into the future.

we transitioned to Mission Wealth in 9/25. It was a smooth transition, starting with the initial review of the the firms approach to portfolio management. Griffin Kent is the primary contact assigned to us & he has been wonderful to work with. He is articulate, communicates well & very responsive to any question we may have. Very pleased to have him as our representative and very happy we switched to Mission Wealth to manage our portfolio, along with assistance in setting up a Living Trust & income tax filing. We are very happy we made the decision to switch from our old firm to Mission Wealth

Wes Patton and his team have provided me with tremendous leadership and innovative financial structures to assist my development of a strong financial position. He is consistently prompt, steady, exact, and very well spoken. His advice is measured, and has proved to be wise. Highly Recommend.

Fidelity suggested that we engage with a independent financial advisor. We interviewed several, and by far the most professional was Mission Wealth. Since we joined the Mission Wealth family we have had Wes Patton as our advisor and we couldn't have been happier with our decision. He is the consummate professional. The suggestions that he has made have increased our portfolio value beyond what Fidelity could offer, and the access to funds beyond the ones offered by Fidelity have consistently been winners. Wes is so easy to work with and we actually look forward to our portfolio reviews with him. The reviews are thorough and we spend time looking at options and we never feel any pressure in these meetings. We enjoy using the Mission Wealth tools to set up multiple scenarios, and review how these can meet our long term goals. Beyond portfolio management, we have also been very happy with the additional services Mission Wealth offer. Wes is knowledgeable, approachable and I recommend him.

A few words about the excellent job that Wes Patton has been doing in his communications. I was in a client service industry (private practice of law) before retirement, and responsiveness was one of the most important aspects of our client service goals. I know and appreciate good client responsiveness when I see it, and Wes has been very impressive in this regard. Even on questions I have with no particular time fuse, Wes always responds in a very timely way, and with very comprehensive and thoughtful insights. Gold star!

I have had the pleasure of working with Mission Wealth for the past year and they have exceeded all expectations. Peter Ahrens and his team have handled my financial planning with grace and expertise, all while patiently answering my multitude of questions, without judgement. I can’t recommend Peter and Mission Wealth enough for any type of personal financial planning, no matter your goals. You will sleep better at night knowing that this is your team!

Claudia and her team are the best. Claudia has a deep understanding of financial matters and cares about her clients as people. She is patient and tolerant with my many questions. I would not have been able to buy a second home without her advice and understanding. Love this company. We have all our money with them.

Wes is hands down the best advisor we have ever worked with. He is extremely bright, knowledgeable, and uber responsive. He has managed our finances so professionally and he understands how to explain his rationale with basic terms we can digest. He also assembles other professionals to assist with taxes, deeds and other ancillary needs. I can not say enough about Wes and mission wealth. We would be happy to act as a reference for other potential clients. You all are the best!

Mission Wealth was among a list of financial management firms suggested by Fidelity Investments. My wife and I interviewed several candidates, and selected Mission, sensing they had the finest combination of departmental depth and services, individual attention, and earnest intent to collate my assets into a balanced and purposed portfolio. Though still in the early phase of our working relationship, I feel we made the right choice. We are particularly grateful to have Claudia Arnold as our personal advisor. She excels in all the professional skills, to include prompt and detailed communication, knowledge of our needs and best interests, and strategies to achieve successful outcomes. Equally important, she transforms the serious nature of wealth management into a welcoming interface of human interaction. We feel assured that we can consult her with ease, and that any concerns of ours will be considered with sincerity. We look forward to our journey with Claudia, and Mission Wealth.