Portrait of Sarah Hamilton

Sarah Hamilton CFP®, CSRIC™, MBA, MSFAIM

Partner and Senior Wealth Advisor

Based in San Francisco, Sarah helps tech professionals navigate private and public company equity compensation while connecting financial decisions with taxes, cash flow, lifestyle, purpose, and legacy

Ways to Connect

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

Who Sarah Typically Helps

Tech professionals, startup employees, public company employees, executives with equity compensation, individuals navigating significant equity or liquidity events

Serving Clients in

San Francisco • Palo Alto • Menlo Park • San Jose • Walnut Creek • Communities throughout the San Francisco Bay Area and the West Coast

Available nationwide through virtual meetings

Questions Sarah Helps Answer

  • How can I understand my private- or public-company equity compensation?
  • How should I plan around vesting and liquidity events?
  • How can I diversify concentrated company stock?
  • How should taxes and cash flow influence my equity decisions?
  • How can I connect employer equity with my lifestyle and legacy goals?

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.

Sarah Hamilton is a Partner and Senior Wealth Advisor at Mission Wealth. Based in San Francisco, she works with individuals and families to align their financial lives with their values—offering more than just advice, but clarity, confidence, and a plan that evolves with them. Sarah thrives on making the complex feel approachable and being a true partner in her clients’ journeys.

For Sarah there is no better feeling than helping others—whether it’s educating someone through a complex decision, giving them peace of mind about their future, or simply being a sounding board when life gets messy. Sarah loves to bring clarity to people’s lives while embracing her inner finance nerd.

Sarah joined Mission Wealth in August 2025 when Hamilton Walker Advisers, the firm she founded, became part of Mission Wealth. The integration preserved its supportive, values-aligned planning approach while expanding clients’ access to additional tools, support, and expertise.

Champions keep playing until they get it right. – Billie Jean King

—Sarah Hamilton, Partner and Senior Wealth Advisor

Sarah’s Frequently Asked Questions

Clients can expect a collaborative process that begins with important conversations about their financial priorities and goals. Sarah then helps simplify their financial lives, explains complex strategies clearly, and provides a framework for understanding how they are progressing toward what matters most

Professional Background

Sarah has over 15 years of experience in the financial services industry. Driven by the belief that financial advice should be both accessible and values-aligned, she founded Hamilton Walker Advisers in 2020.

Now at Mission Wealth, Sarah continues to blend technical expertise with meaningful collaboration to help clients move forward with clarity, confidence, and purpose.

Personal Pursuits

Born in Australia and raised across Europe, Sarah considers herself a global citizen with a deep appreciation for culture, connection, and adventure. Now based in San Francisco, she shares life with her husband Eric and their spirited dog, Maxwell.

As a former collegiate and pro athlete, Sarah still thrives on movement—especially skiing, hiking. She’s passionate about travel, spending time outdoors, and seeking out meaningful experiences both personally and professionally. When she’s not advising clients, she’s usually planning her next great escape or enjoying the beauty of Northern California.

Community Impact

Sarah has been a proud member of 1% for the Planet from 2020–2024, demonstrating a deep commitment to environmental responsibility through both financial contributions and hands-on service. She has volunteered with the National Park Service and The League to Save Lake Tahoe, participating in trash clean-up events and invasive species removal efforts to help preserve natural ecosystems.

Smiling woman with long, wavy hair in a blazer, exuding confidence and professionalism on a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Sarah Hamilton

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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Smiling woman with long, wavy hair in a blazer, exuding confidence and professionalism on a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Sarah Hamilton.

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