Mission Wealth Management, LP proudly announces a strategic merger with Diversified Asset Management, Inc., a wealth management firm based in Boulder, Colorado. Advice Dynamics Partners served as Diversified Asset Management’s M&A advisor and Katz Teller served as legal counsel. This partnership expands Mission Wealth’s presence in Colorado and welcomes a dynamic father-son team, further strengthening the firm’s depth of talent and client-first culture. This is Mission Wealth’s fifth merger of 2025.
A Partnership Rooted in Shared Values and Generational Expertise
Founded by Robert J. Pyle, MBA, CFP®, CFA, AEP®, CEPA®, Diversified Asset Management has built a reputation for guiding business owners, professionals, retirees, and entrepreneurial families through life’s financial complexities. With decades of experience, Robert brings expertise across financial planning, tax-efficient strategies, and wealth transfer solutions. He will join as the firm’s 56th equity partner.
Joining Robert at Mission is his son, Matthew J. Pyle, who will serve as a Wealth Advisor Associate. This merger further supports the firm’s dedication to nurturing top-tier talent while also creating pathways for next-generation leaders.
Expanding Expertise for Business Owners
By welcoming Robert and Matthew into Mission Wealth’s growing national platform, Mission Wealth strengthens its service offering to self-employed professionals and business owners.
Robert’s expertise and Matthew’s emerging leadership bring both wisdom and energy to our team,” shared Matthew Adams, CEO and Managing Partner of Mission Wealth. “We are thrilled to welcome them, and this father-son dynamic adds a unique depth to the client experience.”
“Partnering with Mission Wealth ensures our clients have access to expanded resources, while Matthew and I continue building meaningful, long-term relationships with families we serve,” said Robert J. Pyle.
With this merger, Mission Wealth continues to grow strategically with exceptional talent in key markets, strengthening its role as a national firm dedicated to personalized financial guidance and lasting impact.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00790286 10/25
