Adam Silva CFP®

Wealth Advisor

Based in Santa Barbara, Adam helps professionals, retirees, business owners, and families navigate retirement, sudden wealth, estate coordination, tax planning, and other major financial transitions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Adam Typically Helps

Physicians and healthcare professionals, educators and faith leaders, tech and creative professionals, entrepreneurs and tradespeople, widows and widowers, pre-retirees and retirees.

Serving Clients in

Santa Barbara • Montecito • Goleta • Thousand Oaks • Westlake Village • Ventura • Communities throughout the Central Coast and Conejo Valley

Available nationwide through virtual meetings

Questions Adam Helps Answer

How can I prepare for retirement and create sustainable income?
How can I organize my finances after an inheritance or the loss of a spouse?
How can I make investment decisions more tax-aware while addressing risk?
How can I coordinate charitable giving and estate planning?
How should executive compensation or a career change affect my plan?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Wealth Advisor at Mission Wealth, Adam Silva works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Adam delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Adam leverages his expertise to provide clients with tailored advice and guidance.

I love helping others see the opportunities that arise once they have the confidence and clarity that come with a tailored financial plan and an experienced team committed to their success. I’m thrilled to partner with Mission Wealth to deliver a truly exceptional, client experience.

—Adam Silva, Wealth Advisor

Adam’s Frequently Asked Questions

What should I expect when I begin working with Adam as my financial advisor?

Clients can expect a thoughtful, collaborative, and highly personalized planning experience centered on clarity, trust, and long-term partnership. Adam begins by listening carefully and understanding each client’s goals, values, concerns, and vision for the future. He then simplifies complex decisions, explains recommendations in plain language, and provides proactive, actionable guidance across the interconnected areas of their financial lives

Will I work directly with Adam, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Adam if I live outside Santa Barbara or my situation is not listed above?

Professional Background

Adam began his career in financial services at a boutique wealth management firm in Westlake Village, California, where he worked alongside a team of distinguished local advisors serving affluent individuals and families. Through a combination of technical expertise, proactive client service, and relationship-driven planning, he advanced to a Lead Advisor role in fewer than three years.

His unique background blends thoughtful guidance with rigorous financial training. Adam earned a Bachelor of Science in Financial Planning and Religion from Liberty University, where he was recognized as a Dean’s List honoree, and also pursued advanced studies in Biblical Theology at The Master’s Seminary.

Today, as a CERTIFIED FINANCIAL PLANNER® professional and Series 65 license holder, Adam specializes in helping individuals and families navigate complex financial decisions with clarity and confidence. His areas of focus include retirement income planning, tax-efficient wealth strategies, equity compensation planning, estate and legacy planning, multigenerational wealth planning, charitable and philanthropic giving strategies, and comprehensive risk management.

Adam is passionate about delivering personalized, comprehensive wealth management strategies that help clients preserve and grow their wealth while aligning their financial resources with their long-term goals and values.

Personal Pursuits

Adam resides in Thousand Oaks, California, where his greatest earthly joy is spending time with his wife, Dayan, and their three children. Outside of his professional life, he is a dedicated lifelong learner and an avid reader. Whether he is working with his hands to build something new, staying physically active, or embracing the daily adventures of fatherhood, Adam prioritizes a life of intentionality and faithful stewardship in all his pursuits.

Community Impact

Adam and his family are active members of Bethany Bible Church, where he considers it a privilege to serve as a teacher for the integrated family hour and Pre-K classes. He is deeply passionate about investing in the lives of others, fostering Biblical literacy, and heart-level character formation within the next generation. For Adam, these roles are an extension of his commitment to guiding others toward a life of purpose and integrity.

Request an introduction to Adam Silva.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Adam Silva and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction