Mergers & Acquisitions at Mission Wealth

We partner with advisors to enhance growth, scale, succession & ownership.
Opportunities at Mission Wealth

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...

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

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

      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.

      Meet Our Strategic Mergers & Integrations Team

      Seth Streeter Mission Wealth

      Seth Streeter

      MS, CFP®, CDFA™
      Chief Impact Officer

      Brad Stark Mission Wealth

      Brad Stark

      MS, CFP®, AAMS™, CMFC℠
      Chief Strategy Officer

      Matthew Adams Mission Wealth

      Matthew Adams

      Chief Executive Officer

      Nicole Madosik Mission Wealth

      Nicole Madosik

      Director of Mergers and Integrations
      Christy Wempe Mission Wealth

      Christy Wempe

      Integrations Manager

      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.

      Schedule Your Exploratory Meeting

      Schedule a confidential meeting to learn more about Mission Wealth partnership opportunities.