Scottsdale, AZ

We are very happy with our relationship with Mission Wealth ! Our Advisor Nate is a smart, personable professional who is very knowledgeable and has a very comfortable demeanor in discussing our financials or trends in the economy. Mission has done a great job with appreciation of our assets and has a lot of credibility with us.

Nathaniel Dodd has been extremely helpful, informative, and active in keeping our account with Mission Wealth valuable to us. We want to extend our congratulations to him for all he has done

We just can not believe how fortunate we are to have Ethan C. in our financial corner!!! Over the years we have worked with Ethan, he has continued to impress us with his steady financial guidance.Our early retirement would not have been possible without Ethan. We know without a doubt that our financial picture would have been pretty dismal without him. Our only complaint since we retired and moved to our family farm in the Midwest is that we are too far away to meet him for a meal. Ethan is a continuous blessing to us.

I have been with Mission Wealth since August 2025. During this time I have received great care and advice concerning my financial matters. From handling my complicated taxes, to helping me to get great insurance quotes,I am well looked after. A big thank you to Robert Himmelman and his team at Mission Wealth for taking good care of my finances.

I felt that the time we spent addressing not only the current issues, but future possibilities was very helpful. You have done a very good job of managing my funds.

Nathaniel Dodd is an outstanding financial advisor. He'd a professional in all ways, from client service to investment management. We are so thankful to have Nathaniel as our advisor. In fact everyone at Mission Wealth, Scottsdale have been outstanding. Thank you.

Our overall experience with Mission Wealth has been excellent & extremely helpful. Ethan is very knowledgable and well informed regarding our investment goals. He is prepared at every meeting and keeps us informed of next steps and potential best financial options. We trust Ethan as an advisor and appreciate the overall guidance we have received from the Mission Wealth team. Thank you!

This firm is not about the sales pitch or boasting. They are about listening to their clients, having open and honest discussions about your money and goals and coming to the table with clear action plans, strategies and “what-if” scenarios. They don’t need to boast because the experience speaks for itself. No fluff, no cookie cutter plans just real good planning and strategizing to meet your goals. Highly recommend!

Ethan Cooper has been a great asset to our family financial planing. Ethan is always pleasant and plain spoken with suggestions and guidance. Very happy with his direction.

Jeremy R. has been my advisor for 4+ years and my portfolio has grown at a rate that has assisted me in my early retirement goals. I like the plan that he goes over on our calls so I have assurance I am on the right path. I would highly recommend Jeremy and Mission Wealth to others.

My experience with Mission Wealth - consistently professional, responsive, thorough and excellent communicators.

Miss Vega was very informative and helped me every step of the way for the process of the interviews, and she accommodated me to do the interviews in person.

Nathaniel Dodd is the best. He is compassionate, knowledgeable, invested in me and I am completely invested in him. Don’t ever let this guy go!!!

We have had nothing but a positive experience since starting with Mission about 18 months ago. We really appreciate the comprehensive financial planning approach which integrates social security timing, healthcare cost management, asset allocation, Roth conversion/timing, tax planning, RMDs, estate planning etc. Working with Ethan has been a pleasure. What else could you want?

Nathaniel Dodd is always helpful and always gets back to me almost immediately if I have any questions or concerns.

My husband and I are retired and began investing our monies with Mission Wealth several years ago. We couldn’t be more pleased. Our advisor, Ethan, is incredibly astute and well-versed in all things financial. He presents the facts and guides us gently to reasonable choices that have allowed our portfolio to steadily grow and consistently do better than the market averages. He is readily available if we have a question or financial need. We couldn’t be more pleased with Ethan Cooper and Mission Wealth. We highly recommend them!

I have had excellent support and guidance from my advisor, Jeremy, at Mission Wealth Management. In this volatile market, I have done well. We work as a team, and have been very successful.

Great job by Ethan Cooper and his team in working with me to leverage the money in my IRA to by my wife a new car. They advise was positive and constructive. They executed the funding moves promptly and with minimal effort on my part. Throughout my association with Mission Wealth Ethan and his team have made my savings grow at a phenomenal rate, while helping me leverage the IRA to achieve multiple short term goals. Wonderful team to work with.

Ethan is a pleasure to work with. He always responds in a timely manner when we have questions. I highly recommend Ethan.

We were with a previous company(non fiduciary-yep we were dumb)and after being transferred to multiple planners with no momentum toward our retirement goals, we met Ethan Cooper CFP. After speaking with us, he looked over our investments and presented a financial plan. We were SOLD!. We changed companies and have never had a single regret. Ethan is so easy to work with and the financial results allowed us to reach our retirement goals sooner than expected. Ethan actually listens and takes into account our lifestyle. Ethan is a true blessing in our lives.

I have been with brokerage companies for many years, but there came a point when I needed a wealth management company to better suit my needs. I interviewed two different companies: one was a brokerage house with offices locally, and the other was Mission Wealth (MW). Both made presentations and recommendations involving my account, considering taxes and investments. However, MW's presentation was both comprehensive and relevant, covering a number of key areas. They became my first choice, and I have not been disappointed nor looked back. Having the right senior wealth advisor is the best part of this important relationship.I am very grateful for Ethan's management of my account. He has initiated, on my behalf, a review of my insurance coverage, annuities, investments, income tax positions (including certain specific recommendations), and now estate tax considerations. The in-house capability of MW advisors is very helpful in complementing Ethan's ongoing account management...

I have worked with Ethan from the Scottsdale branch for many years now and can't say enough about his character and commitment to our goals. I followed Ethan from his previous post and can't be happier that I did. He is always available and is quick to get what information I need. Thank you, Ethan, for your years of help and service in achieving our goals.