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Boston, MA

Speak with a local Boston, MA Financial Advisor

Mission Wealth's Boston financial advisors help families, professionals, and business owners organize interconnected wealth decisions. Our team combines investment management, retirement planning, tax strategy, and estate coordination with guidance on company stock, charitable giving, and family wealth across generations throughout Greater Boston and New England.

Serving clients in Boston and across New England, we focus on helping individuals and families with complex financial lives move forward with greater clarity. By understanding each client’s background, priorities, and aspirations, we coordinate personalized planning designed to support confident decisions through both calm and uncertain times.

— Jared Sweeney Partner and Senior Wealth Advisor

About Mission Wealth's Services

Our Boston office in Post Office Square serves individuals and families with financial lives that extend across accounts, generations, and competing priorities. Our advisory team helps professionals, business owners, and retirees coordinate their resources around the life they want to build and the people they hope to support.

We connect investment management with retirement planning, tax strategy, and estate planning coordination. That approach can help a family evaluate future income needs while considering the assets they hope to pass on. It also provides a structure for reviewing how changes in circumstances affect both immediate decisions and longer-term commitments.

Executive compensation, a business sale, charitable giving, and family governance may bring additional questions into the plan. Our team coordinates those needs with Mission Wealth's specialized resources.

To discuss your goals with the team serving Boston, call (617) 751-1141 and schedule a complimentary introductory conversation.

In-person, video, and phone meetings are available.

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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Arabelle T.

05/08/2026

I feel that I am in the best of hands with Andrew at the helm of my money. He is always willing to explain anything in layman’s terms for me . I am so grateful for all that he and everyone on the team does for me .

Bet S.

10/20/2025

Love working with Jared and Pat - they have helped me clean up a mess! Very pleased with portfolio rebalancing and performance and completion of a revocable living trust.

Craig H.

10/16/2025

Can not thank Andrew and Pat enough!!! Working with Mission Wealth and Andrew and Pat has been the best thing we could have done. They are proactive, attentive, they listen to our goals and plans and make things work!!! Their demeanor is outstanding; friendly, trustworthy, extremely knowledgeable, and very professional. They make managing our financial situation a breeze. Thanks to you both

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.

225 Franklin Street

26th Floor

Boston, MA 02110

(617) 751-1141

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