Mission Wealth

Needham, MA

Mission Wealth specializes in empowering Needham Retirees, Independent Women, and Professionals.

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Speak with a local Needham, MA 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 was our own.

Phone: (855) 585-3600

Fax: (805) 882-2362

1329 Highland Avenue
Needham, MA 02492


Founded in 2000, Mission Wealth is a premiere wealth and investment management firm. Headquartered in Santa Barbara, CA, Mission Wealth has additional office locations across the country to better serve our clients.

Mission Wealth's financial service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, and retirement planning. For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

Our dedicated team of financial professionals, CFPs, CPAs, and attorneys specialize in assisting clients during life events such as retirement, inheritance, divorce, business liquidity, receipt of stock options, health event, or loss of a spouse. All advice that we provide, is caring, thoughtful, and focuses on your goals and what you really want in life. Best of all, our proactive approach keeps you informed and on track with your goals.

We are on a mission to inspire people to optimize their finances and achieve true peace of mind. Get in touch with us today to start your journey to financial freedom.

To meet with a financial advisor in the Needham, MA area, contact us today at (855) 585-3600

Joining Mission Wealth enables me to continue serving my clients in the way they are accustomed to while providing a broader array of services and expertise, providing them with best-in-class resources, tools, and support.

Carroll W. "Bill" Hayes, Partner and Senior Wealth Advisor

Our Awards & Rankings

We are proud to have received industry recognition and prestigious awards.

Get in touch with Mission Wealth

To learn more about our services, speak with a trusted advisor, or to partner with us, please complete our request form.
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