Partnering with Entrepreneurial Advisors to Enhance GROWTH, SCALE, SUCCESSION & OWNERSHIP
Mission Wealth is 100% employee-owned. We are passionate about continuing to expand our ownership group with successful entrepreneurs who are excited about building a firm of permanence with a thriving team culture and caring client service approach.Together, Mission Wealth Can Amplify Your
Interested in partnering with Mission Wealth?
Contact us today to learn how your goals fit with Mission Wealth.CONTACT US
Meet Our Strategic Mergers & Integrations Team
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, Schwab, and TD.
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.
Mission Wealth In The News
Read our latest M&A news and announcements.
Mission Wealth Announces Merger with Murphy Capital Advisors
January 30, 2023Mission Wealth announces that it has merged with Murphy Capital Advisors, a firm founded by Matt Murphy, CFP® in Goodyear, AZ....

Mission Wealth Announces Merger with Green Valley Wealth Management
October 4, 2022Mission Wealth has acquired Green Valley Wealth Management, an investment firm that operates out of Greensboro, NC....

How Mergers and Integrations Can Be Used as a Pathway for Talent Acquisition
June 1, 2022In this Podcast, Michael Kitces interviews Seth Streeter on how Mission Wealth has been growing through mergers, but not just for the purpose of acquiring assets. Instead, with a ‘mergers & integrations’ approach to essentially hire-by-acquisition (or acqui-hire) financial advisors...
Other Mission Wealth Partnership News
- Acquisition: Mission Wealth Acquires RIA Firm AHC Advisors
- Article: The Tenets of Transformation by FA Magazine
- Article: Growth in Household Clients Fuels Need for M&A for This RIA by Financial Advisor IQ
- Event: INSPIREDtalk: Secrets of a Long Life with Dan Buettner
- Podcast: Seth Streeter Fidelity FinPoint: "The New Normal in the Wealth Management Industry"
- Podcast: Heeding the Spark: Redefining Success in a Culture of Productivity
- Article: Financial Advisor IQ -Connect with Clients' Hearts, Not Just Their Wallets