Mission Wealth Announces Merger with Stonepath Wealth Management

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by Matthew Adams
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September 30, 2024
Mission Wealth Announces Merger with Stonepath Wealth Management

Mission Wealth Management LP announced today that it has merged with Stonepath Wealth Management LLC, a firm founded by Cray J. Coppins III. With this merger, Mission Wealth welcomes Cray J. Coppins III as its 38th equity partner and strengthens its existing client service experience in Illinois. This merger underscores Mission Wealth’s dedication to bringing strong advisory resources and top-tier talent to Highland Park and the surrounding communities, ensuring new and existing clients receive the highest level of personalized financial planning. The firm looks forward to opening an office in the Highland Park area soon.

“By expanding our ownership group and bringing in exceptional talent like Cray, we are not only reinforcing our ability to deliver unparalleled service in the Midwest but deepening our roots in the greater Chicago area,” said Matthew Adams, CEO and Managing Partner. “Cray’s professionalism, deep caring for his client’s financial well-being, and his commitment to exceptional service is a perfect match with the Mission Wealth culture. We are simply thrilled to welcome him to the team!”

Mission Wealth Welcomes 38th Shareholder

Founded in 2000 by Brad Stark and Seth Streeter, Mission Wealth is steadfast in its commitment to pioneer the future of wealth management, having crafted a service model over decades in a pursuit to deliver unparalleled service and comprehensive advice to firm clients. In addition to cutting-edge service, the firm is proud to have diversified ownership spread across 38 shareholders, with a single share class, and where all partners are active within the business and contributing toward a shared vision.

Highland Park, Illinois Financial Advisor

Cray J. Coppins III, CFP® brings over 20 years of financial experience and a commitment to fiduciary responsibility, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2009. After working in insurance, banking, and investment management, Cray founded Stonepath Wealth Management in 2012 and serves clients across the Chicagoland area. Known for his ability to foster long-term client relationships, Cray is passionate about providing personalized financial planning that meets the unique needs of each individual and family. Residing in Lake Bluff, IL, with his wife and daughters, Cray enjoys horology, reading, and rowing in his spare time.

“I’m excited to join Mission Wealth, a firm that shares my commitment to client-first service and comprehensive financial planning,” said Coppins about the merger. “Together, we’ll continue to build on the strong foundation of trust and expertise that our clients value.”

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We are proud to be 100% partner-owned and 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. ALL RIGHTS RESERVED. 00616951 10/24

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