Mission Wealth Management, LP proudly announces a strategic merger with Diversified Asset Management, Inc., a wealth management firm based in Boulder, Colorado. Advice Dynamics Partners served as Diversified Asset Management’s M&A advisor and Katz Teller served as legal counsel. This partnership expands Mission Wealth’s presence in Colorado and welcomes a dynamic father-son team, further strengthening the firm’s depth of talent and client-first culture. This is Mission Wealth’s fifth merger of 2025.
A Partnership Rooted in Shared Values and Generational Expertise
Founded by Robert J. Pyle, MBA, CFP®, CFA, AEP®, CEPA®, Diversified Asset Management has built a reputation for guiding business owners, professionals, retirees, and entrepreneurial families through life’s financial complexities. With decades of experience, Robert brings expertise across financial planning, tax-efficient strategies, and wealth transfer solutions. He will join as the firm’s 56th equity partner.
Joining Robert at Mission is his son, Matthew J. Pyle, who will serve as a Wealth Advisor Associate. This merger further supports the firm’s dedication to nurturing top-tier talent while also creating pathways for next-generation leaders.
Expanding Expertise for Business Owners
By welcoming Robert and Matthew into Mission Wealth’s growing national platform, Mission Wealth strengthens its service offering to self-employed professionals and business owners.
“Robert’s expertise and Matthew’s emerging leadership bring both wisdom and energy to our team,” shared Matthew Adams, CEO and Managing Partner of Mission Wealth. “We are thrilled to welcome them, and this father-son dynamic adds a unique depth to the client experience.”
“Partnering with Mission Wealth ensures our clients have access to expanded resources, while Matthew and I continue building meaningful, long-term relationships with families we serve,” said Robert J. Pyle.
With this merger, Mission Wealth continues to grow strategically with exceptional talent in key markets, strengthening its role as a national firm dedicated to personalized financial guidance and lasting impact.
Explore Merger Opportunities with Mission Wealth
Connect with our integration team to discover your next steps.Contact Us Today
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 ADVISER. 00790286 10/25
Let's Keep in Touch!
Subscribe for exclusive content and timely tips to empower you on your financial journey. Our communications go straight into your inbox, so you'll never miss out on expert advice that can positively impact your life.
Recent Merger News
Mission Wealth Announces Strategic Merger with Colorado’s Diversified Asset Management
October 1, 2025Mission Wealth is thrilled to announce our merger with Diversified Asset Management, a financial planning firm in Boulder, Colorado....
Mission Wealth Announces Merger with Retter Capital Management
September 16, 2025Mission Wealth is thrilled to announce our merger with Retter Capital Management, a financial planning firm in Melbourne, Florida....
Mission Wealth Announces Merger with Hamilton Walker Advisers
August 19, 2025Mission Wealth is thrilled to announce our merger with Hamilton Walker Advisers, a financial planning firm in San Francisco, California....