Mission Wealth

Novi, MI

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

contact us

Speak with a local Novi, MI Financial Advisor

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

Phone: (248) 963-8873

Fax: (805) 882-2362

39555 Orchard Hill Place
Suite 600
Novi, MI 48375


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 Novi, MI area, contact us today at (248) 963-8873

Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams. We offer truly customized solutions to meet your evolving needs.

Seth Streeter, Chief Impact Officer

Our Awards & Rankings

We are honored to have received industry recognition and numerous prestigious awards over the years.