Seattle, WA

I really appreciate Jacob's supportive and client-first approach. He listens attentively to my concerns and takes a holistic view of my portfolio rather than looking at things in isolation. Whether addressing a specific worry or planning for the long term, he works through issues with me, clearly explains his thoughts and offers well-thought-out recommendations. He’s easy to work with, understands my portfolio goals, and gives me confidence and peace of mind.

Jacob Mortenson has been absolutely wonderful in helping us accumulate wealth in our portfolios. Thanks Jacob for all your help and knowledge. You’re the very best!

Jacob Mortensen and his team came within $100 of complete accuracy when estimating our 2025 taxes and our accountants were impressed with the thorough files we were able to give them. Good job Jacob & MW!

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

Steve, I appreciate you being a part of our family team. When we first started this journey, to have real professional help with our finances, our interview with you was fairly simple. It was an easy decision with John and me both choosing to go with you and Mission Wealth. You are exactly the same person we interviewed. It wasn’t a sales pitch. And you are exactly the person we chose today. Finances will always be variable, but you have stayed true and confidently handled the last tumultuous years with positivity. Thanks for taking care of our whole family. They are everything to me.

I have been working with Mission Wealth for two years and have been very pleased with the customer service and support. My financial advisor, Will Foley, is incredibly knowledgeable, very organized, and very responsive! I appreciate that he takes the time to get to know his clients and really understand their goals. I highly recommend working with Will - he is someone I have complete trust in and know he always has my best interests in mind.

Our experience with Mission Wealth has been excellent across the board. From day 1, our advisor, Will Foley, has been knowledgeable, professional, accountable, and extremely responsive to our evolving needs. Will orchestrates the team of experts at Mission to bring a range of professional financial services to support our goals. My wife and I could not be more pleased with our decision to partner with Mission Wealth.

Mission Wealth & Will Foley are absolutely the best! My wife & I really enjoy working with them. Will has such a genuine nature about him & is so easy to talk with. He built our trust right away. Not only is he incredibly knowledgeable, but he’s able to patiently explain & discuss strategies that normally would go over our heads. He is passionate about his work & it shows. We’re so thankful to have found experts who care. We can’t recommend Will & Mission Wealth highly enough!!