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John Wernz

In by Mission Wealth

John Wernz, Strategic Advisor

John Wernz

Partner and Strategic Advisor

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"This partnership brings vital resources and additional intellectual capital to our firm, enabling us to serve clients in new ways, accelerate our organic growth initiatives, bolster our mergers and integrations team, and further invest in our technology stack." - Matthew Adams, CEO of Mission Wealth

At Mission Wealth, John Wernz plays a pivotal role in guiding the firm’s growth, innovation, and brand positioning by advising internal teams on emerging trends, strategic priorities, and opportunities to enhance client impact.

With a deep understanding of the wealth management landscape and the evolving needs of our clients, John helps shape initiatives that align with Mission Wealth’s long-term vision. He brings fresh insight, industry awareness, and forward-thinking strategies to drive firmwide innovation and differentiation.

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Professional Background

Mr. Wernz is an Entrepreneur-in-Residence at Great Hill Partners, a leading growth-equity private equity firm focusing on growth opportunities in the RIA and Fintech segments.  He is also extremely active in the Wealthtech and Fintech segments as an investor and advisor.  He is a co-founder and currently serves as an Executive Director for Datalign, a wealth technology company connecting individuals to financial advisors. He also serves on the advisory board of Testimonial IQ and is a member of the Board of Directors of Choice Bank, a leader in FinTech processing.

Prior to Great Hill Partners, John spent 13 years as the Chief Marketing and Chief Growth Officer of Wealth Enhancement Group (WEG), one of the fastest growing financial planning groups in the United States. During his decade-plus at WEG, Mr. Wernz developed and executed multichannel organic and inorganic growth strategies, resulting in the firm’s expansion from under $2 billion in AUM to over $55 billion. Previously, he led Marketing Architects, a national marketing agency that specializes in customer acquisition programs in the financial services industry serving firms such as Fisher Investments, Trust & Will and SmartAsset. Mr. Wernz earned a degree in Finance from Gustavus Adolphus College. 

John is a frequent industry contributor on all things organic growth.  He is a proud husband and father to two children.  He and his family reside in Minneapolis, MN where he is a partner in an award-winning craft brewery.

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.
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