Mission Wealth is excited to announce a strategic merger with RightPath Investments & Financial Planning, Inc., an independent fiduciary wealth advisory firm founded by Steven R. Smith, JD, CFP®. This partnership expands Mission Wealth’s footprint in Colorado and supports its continued national growth. Smith will join Mission Wealth as a Special Advisor.
A Shared Commitment to Fiduciary Advice and Personalized Planning
The integration aligns RightPath’s personalized retirement planning expertise with Mission Wealth’s national advisory services. Both firms share a client-first philosophy rooted in thoughtful planning, disciplined investment strategies, and ongoing advisor collaboration designed to adapt as clients’ lives and goals evolve.
Joining Steven at Mission Wealth is Megan Nuttelman, CFP®, who will serve as a Wealth Advisor. Megan has worked closely with Steve to build trusted relationships, offering clients both support and care through life’s most important financial decisions. This merger further supports the firm’s dedication to creating pathways for next-generation leaders.
Strengthening Capabilities While Preserving the Client Experience
“We are thrilled to welcome the RightPath Investments team to the Mission Wealth family,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “Both firms share an unwavering fiduciary focus and a passion for helping clients pursue long-term financial confidence.”
“Mission Wealth provides the scale, infrastructure, and collaborative culture that allows us to grow thoughtfully without losing the personalized planning experience our clients value,” said Steven R. Smith. “This partnership enables us to expand our impact while staying true to the principles that have guided RightPath from the beginning.”
With this merger, Mission Wealth continues to grow strategically by integrating with high-quality advisory firms that strengthen its national platform and its ability to deliver personalized financial guidance.
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. 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.
