Overview

Mission Wealth is a premiere wealth and investment management firm that manages over $7 billion in assets. The firm is headquartered in Santa Barbara, CA and has offices nationwide. Mission Wealth’s service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living.

Quick Facts:
- Founded in 2000; 100% Employee-Owned
- $7 Billion Assets Under Management
- 2,750+ Client Advisory Relationships
- 32 Offices Across the U.S.
- 98% Client Retention Rate

We are seeking aligned wealth management firms and advisors with the right cultural fit to expand our growing nationwide presence. There are many benefits to joining our firm and we want to make the transition seamless for you, your team and your clients. These benefits, along with additional details are listed here on our website: https://___

If you are ready to explore your fit at Mission Wealth, we would be happy to meet with you to discuss the opportunity.

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