Mission Wealth is excited to announce its latest strategic merger with Retter Capital Management, a boutique RIA in Florida founded by Edwin (Eddie) Retter, CFP®, CMT®. This partnership brings Mission Wealth’s expanding national presence into Florida’s growing markets and marks Mission Wealth’s fourth partnership of 2025.
Retter Capital Management emphasizes a personalized, client-centric experience—marked by analysis, thoughtful planning, and a commitment to guiding clients toward long-term financial confidence and clarity. Eddie Retter will join Mission Wealth as the firm’s 55th equity partner.
Expanding Presence in Florida
The addition of Eddie Retter reinforces Mission Wealth’s strategy of selectively merging with top-tier talent in economically dynamic regions. Florida represents one of the strongest and fastest-expanding geographies in the nation, and this merger marks another milestone in Mission Wealth’s growth trajectory.
“Our mission has always been about guiding clients with empathy, expertise, and purpose,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “Eddie’s expertise strengthens our team and expands our presence in a market that continues to see extraordinary growth.”
“Mission Wealth’s values and vision align perfectly with my own,” Eddie added. “Joining this team allows me to deliver even greater resources, technology, and planning solutions to clients, while also being part of a firm committed to national growth with local care.”
This merger underscores Mission Wealth’s commitment to building a national firm powered by top-tier advisors who share its mission of delivering personalized financial guidance, innovative strategies, and long-term impact. Eddie will continue to provide personalized financial services in eastern Florida from the Melbourne, FL office located at 6905 N Wickham Rd, #305.
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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. 00787371 09/25
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