Year-end Tax Insights!
Adam Broughton
"Simply having more money does not necessarily mean having confidence when it comes to planning for the future, choosing investments or navigating important financial decisions. In fact, sometimes having an abundance of resources just means there are more stressful decisions to be made and making the wrong one becomes more expensive. Generational wealth is built and maintained as a family links together a series of small, wise decisions over a lifetime. What’s needed is trustworthy, timely advice from a professional wealth adviser and a plan that’s crafted around your unique situation and goals."
Adam Broughton is a Partner and Senior Wealth Advisor at Mission Wealth, serving high-performing families and individuals primarily in Central Texas and California. He provides tax-intelligent financial and investment advice to help his clients avoid mistakes and confidently navigate the journey from high earner to High-Net-Worth and beyond. His typical client involves a high degree of financial complexity, which may include equity grants from an employer, deferred compensation planning, multiple sources of income, unique family entity or trust structures, IPO, and founder liquidity planning, as well as philanthropic, legacy, and multi-generational estate planning.
Learn About Adam Broughton
Professional Background
Adam started in practice in November 2007, just as the Financial Crisis was taking hold. This unique starting point shaped his perspective on planning, investing, and the absolute necessity of unbiased, fiduciary advice. Markets don’t always go up, and events outside our control can have a major impact on even the best strategic plans. Adam helps clients think through not only “Plan A” but also design various fallback strategies while responding to changing conditions. His goal is to empower clients with timely advice and sound planning so they can live with peace, even if things do not go as expected.
Adam is a CERTIFIED FINANCIAL PLANNER™ Professional and CERTIFIED PRIVATE WEALTH ADVISER™ Professional. He is the author of multiple books, including The Founder's Guide to Business Succession, Maximizing Your Compensation: An Executive's Guide to Accelerating Wealth, and a contributing author to So You Want To Be A Financial Planner? (7th edition). He is also regularly featured in articles on leading industry sites, including Forbes.com, MyStockOptions.com, Horsesmouth.com.
Personal Pursuits
Adam believes in being a lifelong learner and is an avid reader. His favorite topics include World War I & II, the Civil War & US history, and Western novels (Lonesome Dove & the Killer Angels being his all-time favorites). He is also a guitarist, a mediocre golfer, and a Dodgers fan. He struggles to understand the appeal of any form of social media, as well as soccer and much of today’s pop music. Adam and his wife, Amy, live in Driftwood, TX, with their three children and two very spoiled dogs.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.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. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US