I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Sarah Hamilton CFP®, CSRIC™, MBA, MSFAIM
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
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?
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’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.
As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
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 Hamilton and Mission Wealth may be the right fit to support your life and financial goals.
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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