Matthew Adams


Partner and President


Matthew Adams


Partner and President

“I am most satisfied when I help our clients understand a new financial concept. Education and clear communication are the keys to financial peace of mind.”

Role at Mission Wealth

As President, Mr. Adams is responsible for strategic growth initiatives, operational improvements, business and technology efficiencies, and ongoing personnel development. He leads the firm's Executive Committee and continues to be an active contributor on the Investment Committee. In addition, Mr. Adams provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.

Spotlight on Matthew

In this interview, Matthew discusses how family is important to him, his favorite basketball team, and which area of finance he finds most fascinating.

To read about our interview with Matthew, take a look at our Spotlight on the Team: Matthew Adams article!

Career Highlights

Prior to joining Mission Wealth, Mr. Adams worked as an Institutional Equity Trader at Roxbury Capital Management with trading and portfolio management responsibilities for the Large Cap, Mid Cap, and Hedge Fund strategies. Mr. Adams also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.


Community Involvement

  • Former Board member at the Santa Barbara Museum of Natural History and current member of the Museum’s Finance & Investment Committees
  • Volunteer at local elementary school
  • Volunteer coach for youth basketball

Awards + Recognition

Mr. Adams has been named by the Pacific Coast Business Times as a member of the region's “Top 40 Under 40.”



Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB),  Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California

Matthew Recommends

Meet More of Our Team