St. Charles, IL

Wealth Management | Investment Management | Estate Planning | Risk Management | Tax Management

We specialize in helping retirees, independent women, professionals and business owners in the St. Charles, IL area.

Top RIA Firm in Texas 2020

Mission Wealth is a wealth and investment management firm that manages over $3.7 billion in assets. We conveniently serve St. Charles, IL clients from our local office.

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 was our own.

To meet with a financial advisor in the St. Charles, IL area, contact us today!

Call Us: (630) 473-6875

Fax: (805) 882-2362

Meet our experienced team serving the St. Charles, IL area.

Bryant Merryman

AWMA®Client Advisorbmerryman@nullmissionwealth.comDirect line: (847) 951-3806

Andy Penso

MS, CFP®, AAMS®, AWMA®Partner and Director of Bus. Developmentapenso@nullmissionwealth.comDirect line: (805) 690-3853

Craig Larsen

CFP®, ChFCManaging Directorclarsen@nullmissionwealth.comDirect line: (630) 762-8185

Jorie Pitt

CFP®, CeFT®Client Advisorjpitt@nullmissionwealth.comDirect line: (630) 762-8185

Brad Stark Mission Wealth Founder and CCO

Brad Stark

MS, CFP®, AAMS®, CMFCFounder and Chief Compliance Officerbstark@nullmissionwealth.comDirect Line: (805) 690-3901

Christy Wempe

Client Service Representativecwempe@nullmissionwealth.comDirect line: (630) 762-8185

Luke Morris

Senior Client Advisor Associatelmorris@nullmissionwealth.comDirect line: (805) 690-3906

Sarah Bell

Client Service Representativesbell@nullmissionwealth.comDirect line: (630) 345-0731

Irene Biddle

Client Service Representativeibiddle@nullmissionwealth.comDirect line: (847) 890-5946