On January 27, 2026, Mission Wealth LP announced its merger with PBL Wealth Management, LLC, an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP®, CPWA®. This partnership expands Mission Wealth’s presence in Texas and supports its continued national growth. Broughton joins as a Partner and Senior Wealth Advisor.

Based in Austin, PBL Wealth Management works with high-income professionals and business leaders to help them plan for and manage growing wealth through disciplined planning and tax-aware advice. The firm’s advisory services, including portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, are fully aligned with Mission Wealth’s commitment to comprehensive, client-centric financial planning.