Partnership Opportunities

We are seeking aligned wealth management firms and advisors with the right cultural fit to expand our growing nationwide presence.

 

Why Partner With Mission Wealth?

There are many benefits to joining our firm and we want to make the transition seamless for you, your team and your clients. If you are ready to explore your fit at Mission Wealth, we would be happy to meet with you to discuss the opportunity.

Leverage Our Resources
Access resources you don’t have today. We strategically developed Culture, Operations, Technology, Marketing, Compliance, Investment, and Sales/Advice teams and we proactively adopt tools and services to help our advisors and clients accomplish their goals.

Join a Fun Culture
Work in a positive company culture that collaborates and cares for each other. We continually cultivate a professionally supportive, award-winning, fun, family-friendly culture.

Opportunity for Growth
Expand your reach within a team of advisors and a clear and supported path to acquire clientele across the United States.

Path to Equity Partner
Contribute to the evolution of our firm and our industry. Our 15 member partner group  is continually expanding to client advisors and key support personnel.

Work With a Purpose
Make an impact, have a voice, and create a real difference in people’s lives and in the world. We are environmental stewards as a Certified Green Business and we support Education and Youth Development, Health and Human Services, and Environmental Protection organizations.  

Strong Benefits Package
We offer a competitive salary, team-based bonus plan, 401(k), cash balance plan, profit sharing plan, wellness package, and medical/ dental benefits.

Inspired Living Platform
Gain access to industry leading life-centered planning programs and events to support your clients and deepen your relationship and value to them.

Quick Facts


  • $4 Billion assets under management
  • 1,600+ Client advisory relationships
  • Fidelity custodial referral program member since 2010
  • Schwab Institutional custodial referral program since 2002
  • $65MM of diamond team growth per year
  • 20 Offices across the U.S.
  • 98% Client retention rate

 

About Our Team


Our team is committed to proactive planning and communication with our clients. We bring ideas and resources to make sure they don’t miss out on any opportunities. Our firm is 100% employee owned and operated, with all owners actively involved in delivering advice and planning. Our highly credentialed professionals work closely together, harnessing our extensive experience and education to bring world-class service and advice to our clients.

In the News

Read our latest M&A news and announcements.