Tim Akers

CFP®

Wealth Advisor

Dallas

"I am passionate about what I do because financial advice isn’t just about numbers, it’s about people, goals, and legacy. Helping clients navigate life’s complexities with confidence is what drives me every day."

As a Wealth Advisor at Mission Wealth, Tim Akers collaborates closely with his team to provide comprehensive financial planning services to clients. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Tim plays a critical role in helping Mission Wealth's clients achieve their financial goals.

Learn About Tim Akers

Professional Background

Tim began his career in public service, working as an EMT and later as a police officer, where he developed a strong foundation in discipline, service, and trust. He transitioned into the financial industry, bringing that same commitment to helping others as a wealth advisor. Tim started his financial career at Fidelity Investments, where he held a variety of roles that broadened his expertise and perspective. During this time, he also earned his Master’s degree and obtained his CFP designation, further strengthening his ability to serve clients with knowledge and professionalism.

Personal Pursuits

Tim most values spending time with his wife and two daughters, who are at the center of his life. When he’s not with his family, he enjoys working out with a focus on power movements and strength training. He also has a strong appreciation for the outdoors, often spending his time backpacking or camping whenever he has the opportunity.

Community Impact

Tim is passionate about giving back and actively volunteers at his local church, contributing wherever he is needed. He is committed to supporting his community and values opportunities to serve others and make a positive impact.

In the News

How Can Affluent Families Balance Summer Lifestyle Spending With Long-Term Wealth Planning?

High-net-worth families often struggle balancing lifestyle spending with long-term financial planning. Learn how intentional cash flow strategies can help families enjoy wealth confidently while staying aligned with long-term goals.

Are You Overexposed to AI? Understanding Portfolio Risks in a One-Theme Market

Artificial intelligence has fueled market gains, but many investors may unknowingly carry concentrated AI exposure. Learn how to identify portfolio risks and diversify thoughtfully.

Behavioral Biases That Influence Investment Allocation Decisions

Learn how behavioral biases such as status quo bias, the recency effect, and loss aversion can influence investment allocation decisions, and how a disciplined approach can help keep your portfolio aligned with long-term goals.

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.