Partnership Opportunities

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

Why Should You 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, Strategy, and Sales/Advice teams and we proactively adopt tools and offer services to support our advisors and help clients accomplish their goals.

Opportunity for Growth

Expand your reach within a team of advisors and a clear and supported path to acquire clientele across the United States. We actively support and create a clear path for employees who wish to take on leadership roles or a position that supports their skill-set and strengths.

Strong Benefits Package

We offer a competitive salary, team-based bonus plan, 401(k), cash balance plan, Employee Assistance Program, profit sharing plan, paid time off, holiday pay, wellness package, and medical/ dental benefits.

Work - Life Balance

We have a distributed work model across the U.S. with the opportunity to work 100% remote, with flexible working hours. We provide home workstations and technical equipment for every employee and have 20 offices located in major cities available for in-person client meetings.

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. We are an equal opportunity employer and embrace a strong diversity and inclusion program.

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.

Offer More Services to Your Clients

We offer a robust service offering for our clients, including Wealth Management, Investment Management, Risk Management, Estate Planning, Tax Management, and Inspired Living. We also offer truly customized solutions to meet our client's evolving needs.

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.

Access to In-House Professionals

We provide access to a growing team of in-house professionals and resources including an investment team, Director of Tax Strategy, human resources, compliance specialists, Certified Public Accountants and additional back-office support so that you can focus more on what you do best.

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 our community through sponsorship and participation in Education and Youth Development, Health and Human Services, and Environmental Protection organizations.

Quick Facts

$4.3 Billion assets under management
1,820+ Client advisory relationships
FA's Top 50 Fastest Growing Firms in 2021
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.