Mergers & Acquisitions at Mission Wealth

We partner with advisors to enhance growth, scale, succession & ownership.

Learn About Mission Wealth

Mission Wealth is 100% employee-owned. We are passionate about continuing to expand our ownership group with individuals who are excited about building a firm of permanence with a thriving team culture and caring client service approach.

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Together, Mission Wealth Can Amplify Your...

You have built a great firm and you are excited about the future.
Partners who join Mission Wealth are growth-minded entrepreneurs who are ready to accelerate their reach and amplify their niche nationally.
You’ll gain access to high performing business development professionals who are motivated to provide growth.
If solving complex planning needs and being client centric is what fills your cup, then you can choose to serve a select group of sophisticated clients as their advisor with a dedicated support team.
If you love bringing on new clients, we are happy to build planning and service teams around you to free you up to do more of what you enjoy most.

Access dedicated department resources across the following areas: compliance, marketing, technology, operations, strategy, and client service.
You have a desire to increase your efficiency and effectiveness by leveraging technology and in-house specialists.
You desire to be part of a team that values your entrepreneurial ideas versus simply plugging-in.
Elevate your client experience and remain cutting-edge with the planning you provide for your clients.

You have invested heavily in your business, and while retirement may be many years ahead, you and your clients value having a well-thought out succession plan in place.
Your clients have entrusted you to carry out their financial plans and investment strategies for the long term and having a deep bench of professionals will ensure this happens.
And, while you may not need it today, you appreciate the ability to exercise liquidity provisions when the timing works best for you.

We are a 100% employee controlled, nationally recognized RIA. Your professional accomplishments are rewarded when you join Mission Wealth as a shareholder on day one.
Participate equally, expressing your business interests with a voice and a vote, impacting the future of the firm.
You believe in the valuable contribution you can make as part of a collective of entrepreneurs, advisors and department leaders.
You value internal succession and are excited to offer paths to partnership for employees who make a significant contribution to the firm.

Are you interested in learning more about our M&A opportunities?

Contact us today to learn how your goals fit with Mission Wealth.

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Why Merge with Mission Wealth

When considering partnership, we hope that you will find that this decision can benefit your clients, your team and you as a practitioner and owner.

Benefits for Shareholders

100% of shares awarded on Day 1
Voice/Vote in a democratic voting structure
Single share class
K-1 Partner
Quarterly Dividends
Annual liquidity provisions
Ability to purchase additional shares
Ability to leverage your current business to amplify your shareholder value

Benefits for Your Team

Mission Wealth is proud to invest in our employees with a comprehensive benefits package. When you join Mission Wealth, you'll receive competitive compensation, a wellness plan, a growth-minded and embracing company culture, 100% Mission Wealth-paid medical coverage and health package, philanthropic benefits, and more.

Benefits for Your Clients

Peace of mind from team support
High-touch service model with specialized offerings
Access to sophisticated, customized investment solutions
In-house Strategy team, specializing in tax, estate, and retirement planning
Invitations to Inspired Living programs
Family Office Service Model
First-class client-facing technology

Partnership Common Questions

Will my business name change?

Yes, you would be joining Mission Wealth and therefore operating under our business name.

I have a great team; what will happen to them?

We look forward to making your great team, our great team! We are proud to be ranked as a best place to work and believe we can be a positive extension of the great culture you have already created.

What custodians does Mission Wealth use?

Fidelity and Schwab.

I have a strong G2 who is interested in ownership; what opportunities are available to them?

We look forward to welcoming them on a path to partnership. We offer well-defined career pathways for all members of the firm. We can also introduce them to others who have successfully made partner through these paths to partnership.

Can I keep my models?

Yes, our investment department is both flexible and skilled at working with you to retain your current models and assist you in execution.

MORE FAQs

Meet Our Strategic Mergers & Integrations Team

Seth Streeter

_{MS, CFP®, CDFA™}
Chief Impact Officer
805-690-3905

Brad Stark

_{MS, CFP®, AAMS™, CMFC℠}Chief Strategy Officer
805-690-3901

Matthew Adams

_MBA
Chief Executive Officer
805-690-3907

Nicole Madosik

Director of Mergers and Integrations
805-679-0664

Christy Wempe

Integrations Manager
630-402-6569

Start Your Successful Business Transition Today

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. Learn why our clients and acquired advisors and firms have chosen us for their businesses and clients. If you are ready to explore your opportunities with Mission Wealth, please contact us using the forms on this page or feel free to reach our to a member of our integrations team directly.

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