Kyle Buffo CFP®
Client Development Advisor
Mission Wealth specializes in empowering Dedham retirees, independent women, and professionals.
Request an introduction
Dedham, MA
Speak with a local Dedham, 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 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 Dedham, MA area, contact us today at (781) 332-5230.
Here in Dedham and across Greater Boston, we know financial planning rarely fits into a cookie-cutter offering. Each client’s path to financial freedom is its own puzzle, shaped by their family, goals, and life transitions. Our work is to bring care, diligence, and personal relationships to that process so clients can move forward with greater clarity and confidence.
— Andrew Conway
Senior Wealth Advisor
770 Legacy Place
Floor 2 (Suite 53 & 55)
Dedham, MA 02026
Meet our Wealth Advisors who serve clients in Dedham
Meet The Full Team
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor
Carroll W. "Bill" Hayes
MBA, CFP®
Partner and Senior Wealth Advisor
Daniel Montgomery
CFP®, AAMS™, AWMA™
Wealth Advisor
Jared Sweeney
CFP®
Partner and Senior Wealth Advisor
Skyler Kraemer
MS, CFP®
Partner and Managing Director
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor
Carroll W. "Bill" Hayes
MBA, CFP®
Partner and Senior Wealth Advisor
Daniel Montgomery
CFP®, AAMS™, AWMA™
Wealth Advisor
Jared Sweeney
CFP®
Partner and Senior Wealth Advisor
Skyler Kraemer
MS, CFP®
Partner and Managing Director
Services Offered
See all services
Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
Learn More
Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
Learn More
Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
Learn More
Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
Learn More
Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
Learn More
Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
Learn More
Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
Learn More
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.
Learn More
Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn MoreOffice Location and Contact
770 Legacy Place
Floor 2 (Suite 53 & 55)
Dedham, MA 02026
Interactive map showing the office location. Use the Directions link for navigation assistance.
