Hamilton Walker Advisers, an entrepreneurial financial planning firm based in San Francisco, California, has merged with Mission Wealth Management, LP. This partnership marks Mission Wealth’s third strategic expansion of 2025, increasing the firm’s presence in the Bay Area. Together, the firms will enhance their shared mission of delivering personalized financial advice with a focus on long-term impact and education.
Hamilton Walker Advisers has earned a strong reputation for its empathetic and educational planning approach, focusing on helping young professionals, entrepreneurs, and emerging affluent families. The firm’s founder, Sarah Hamilton, CFP®, CSRIC™, MBA, MSFAIM, will join Mission Wealth as the firm’s 54th equity partner, continuing her passion for innovative financial planning and providing a more meaningful and less intimidating financial planning service.
A Shared Commitment to Personalized Wealth Management
The merger reflects a natural alignment in purpose and philosophy—two firms committed to building meaningful relationships and guiding clients with care and expertise.
“At Mission Wealth, we believe that aligning wealth planning with an individual’s core values and life goals creates the greatest impact,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “We’re excited to welcome Sarah and the team at Hamilton Walker Advisers to the Mission Wealth family as we continue to build a national firm with local expertise and heart.”
“At Hamilton Walker, we’ve always believed that financial planning should be a supportive, empowering experience—not an overwhelming one,” said Sarah Hamilton. “Joining Mission Wealth allows us to scale our vision, offering our clients even more support, better tools, and broader expertise.”
Investing in Strategic Growth and Innovation
The addition of Hamilton Walker Advisers supports Mission Wealth’s strategic growth in innovation hubs, such as Northern California. With this merger, Mission Wealth now serves more than 4,200 client families and manages over $12 billion in assets across the nation.
Sarah’s deep understanding of the needs of young professionals, entrepreneurs, and emerging affluent families makes her a natural choice to help advance MissionForward™, Mission Wealth’s new digitally forward financial planning experience built for the next generation of investors. The mobile solution delivers real-time access to expert advice, digital planning tools, and investment guidance by partnering with a dedicated CFP® professional every step of the way.
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 ADVISOR. 00773976 08/25
