Portrait of Cole Haddock

Cole Haddock CFP®, AWMA™, AAMS™, CRPC™

Partner and Senior Wealth Advisor

Based in Houston, Cole helps oil and gas professionals and retirees navigate retirement income, lifetime tax planning, Roth conversions, and private investments

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Cole Typically Helps

Oil and gas professionals, pre-retirees and retirees, individuals seeking tax-aware retirement planning, clients interested in private investments, households with complex investment and planning needs.

Serving Clients in

Houston • the Energy Corridor • River Oaks • The Woodlands • Memorial • West University Place • Communities throughout Greater Houston

Available nationwide through virtual meetings

Questions Cole Helps Answer

  • How can I create sustainable retirement income?
  • Could Roth conversions improve my long-term tax strategy?
  • How can I coordinate tax-aware withdrawals in retirement?
  • How should private investments fit within my broader portfolio?
  • How can financial modeling help me evaluate complex decisions?

What Clients Say About Mission Wealth

07/27/2026

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

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!

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.

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.

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.

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 Senior Wealth Advisor at Mission Wealth, Cole Haddock works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Cole delivers personalized solutions that include 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, Cole leverages his expertise to provide clients with tailored advice and guidance.
In 2026, Cole joined the Mission Wealth Partner group.

It's incredibly rewarding to help my clients achieve their dreams and financial goals. It brings me great satisfaction to utilize my expertise and knowledge to deliver personalized financial solutions that can make a positive impact on their lives.

—Cole Haddock, Partner and Senior Wealth Advisor

Cole’s Frequently Asked Questions

Clients can expect Cole to listen carefully so he understands their concerns, priorities, and financial situation. He explains complex topics in clear, understandable language and supports his recommendations with financial models and data so clients understand both the guidance and the reasoning behind it.

Professional Background

Cole Haddock began his career as an Advisor at Halbert Wealth Management, where he specialized in alternative investments. Prior to his work in wealth management, he spent several years in the oil and gas industry, managing high-risk operations for Chevron both on land and offshore. With this experience under his belt, Cole joined Mission Wealth, where he brings his diverse skillset and expertise to help clients achieve their financial goals.

Cole holds a Bachelor of Science in Finance from the Southeastern Louisiana University and is a CERTIFIED FINANCIAL PLANNER™ professional. Cole also holds the Accredited Wealth Management Advisor™ , Accredited Asset Management Specialist™, and Chartered Retirement Planning Counselor™ designations.

Personal Pursuits

Cole enjoys a variety of hobbies and interests, including spending time in or around the beautiful lakes in Austin, playing a round of golf, going for a hike or bike ride, and checking out the newest food trucks in town. When he’s not exploring his local community, Cole loves to travel and experience new cultures. One of his favorite destinations is Colorado, where he enjoys visiting his niece and taking advantage of the state’s amazing slopes for snowboarding.

Community Impact

In addition to his love for outdoor activities, Cole is also passionate about helping others. He finds great fulfillment in using his abilities to assist people in realizing and achieving their dreams and goals in life. Cole has volunteered with a variety of organizations, including Community First! Village, and is always seeking new ways to support his community in Austin.

Professional headshot of Cole Haddock, featuring him in a suit and tie, smiling against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Cole Haddock

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Professional headshot of Cole Haddock, featuring him in a suit and tie, smiling against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Cole Haddock.

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