Year-end Tax Insights!
Mission Wealth Announces Strategic Merger with Austin’s PBL Wealth Management
Mission Wealth is excited to announce a strategic merger with PBL Wealth Management, LLC, an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP®, CPWA®. This partnership expands Mission Wealth’s presence in Texas and supports its continued national growth. Broughton joins as a Partner and Senior Wealth Advisor.
Strengthening Capabilities to Serve High-Net-Worth Individuals
Based in Austin, PBL Wealth Management works with high-income professionals and business leaders to help them plan for and manage growing wealth through disciplined planning and tax-aware advice. The firm’s advisory services, including portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, are fully aligned with Mission Wealth’s commitment to comprehensive, client-centric financial planning.
“Since Mission Wealth’s founding, our firm has been driven by one priority: our clients,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “Adam’s thoughtful approach aligns well with our planning philosophy and strengthens our ability to serve clients in one of the fastest-growing markets in the country.”
Enhancing Value Through Resources and Education
In addition to its planning services, PBL Wealth Management has developed several educational resources designed to help clients better understand and feel confident in their financial decisions. Integrating these resources into Mission Wealth’s services expands support for current and future clients seeking clarity as their financial needs evolve.
“Joining Mission Wealth provides our clients access to a broader platform while preserving the personalized, fiduciary approach that defines our practice,” said Broughton. “This partnership further strengthens our ability to deliver coordinated strategies across tax, investment, and long-term planning.”
The integration of PBL Wealth Management into Mission Wealth’s national platform reflects an ongoing commitment to growth through strategic partnerships that enhance client outcomes without compromising service quality.
Explore Merger Opportunities with Mission Wealth
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Start Your Successful Business Transition
We are excited to expand our ownership group with those who want to build the firm of the future. If you’re considering merging, selling, or transitioning your financial advisory practice, we would love to hear from you. Let’s explore our combined capabilities and have a conversation about the opportunities that exist for leveraging new strengths.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information, please visit our mergers and acquisitions page at missionwealth.com/opportunity.
Mission Wealth is a Registered Investment Advisor. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00843273 1/26
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