Matthew Adams MBA
Based in Santa Barbara, Matthew guides Mission Wealth’s long-term direction by connecting strategic growth, operational improvement, technology, and people development while representing the firm publicly and serving select clients.
Ways to Connect
How Matthew Sets Mission Wealth Apart
- Connects strategic growth with operational and technology improvement
- Leads the Executive Committee around long-term priorities
- Brings institutional investment experience to firmwide decisions
- Represents Mission Wealth publicly while keeping client impact central
What Matthew is Proud to Help Build
- A scalable model for thoughtful national growth
- Stronger business and technology efficiency
- Continued development of future leaders
- A firm that feels personal as it expands
Matthew Adams serves as Chief Executive Officer and Managing Partner at Mission Wealth. He is responsible for strategic growth initiatives, operational improvements, business and technology efficiencies, and ongoing personnel development. Matthew leads the firm’s Executive Committee and provides service to a select group of high net worth individuals, non-profit organizations, endowments, and institutional clients.
At Mission Wealth, we are constantly striving to identify new ways to improve our clients' lives and help them achieve their financial goals. I am proud to lead a team that is dedicated to making a positive impact on the lives of our clients and their families.
Professional Background
Prior to joining Mission Wealth, Matthew Adams served 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. He also worked for Dimensional Fund Advisors (DFA) in support of both international and domestic trading, portfolio management, and operations functions.
Matthew has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB). He also holds a Master of Business Administration, with a concentration in Finance and an emphasis in Investments and Financial Markets, from the University of Southern California.
Personal Pursuits
Matthew is based in Santa Barbara, where he enjoys spending quality time with his wife and children. He takes an active interest in his children’s sports activities, hobbies, and accomplishments, and cherishes every moment spent with them. In addition, Matthew is a die-hard fan of the Golden State Warriors basketball team and has been for over three decades.
In his free time, Matthew enjoys exploring new destinations and cultures, and has an extensive bucket list of travel destinations that he hopes to visit in the future. His love for adventure and exploration keeps him motivated to continue exploring new places and experiences. With his passion for both family and adventure, Matthew is always seeking new ways to make meaningful memories with his loved ones.
Community Impact
In addition to volunteering throughout his local community, Matt is Chair of the Board of Trustees at the Santa Barbara Museum of Natural History, where he contributes his time and expertise to further the organization’s mission of promoting education and environmental conservation. As a member of the museum’s Investment Committee, Matt plays a vital role in overseeing the organization’s investments, ensuring its financial sustainability and growth. Moreover, as a valued member of the Finance Committee, he provides strategic insights and guidance on financial matters. Matt’s commitment to the Santa Barbara Museum of Natural History reflects his unwavering dedication to giving back to the community and supporting causes he is passionate about.
Awards
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Top 40 Under 40
The Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
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Mission Wealth and the Growth Model Built Around Advisor Capacity (opens in a new window)
FiComm Partners | February 2026
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New Trustees at SBMNH (opens in a new window)
Montecito Journal | February 2026
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Our team.
Meet the experts in your corner.
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