June 10, 2026
Loading...
You are here:  Home  >  Banking & Finance  >  Current Article

Mission Wealth grows national footprint with two mergers

IN THIS ARTICLE

Mission Wealth, a Santa Barbara financial planning firm founded in 2000, announced that it has closed on two strategic mergers with independent wealth advisory firms to grow its national footprint. Announced June 9, Mission Wealth’s two acquisitions represented the company’s third and fourth partnerships completed so far through 2026. The mergers were finalized in May…

Subscribe

    This article is only available to Business Times subscribers
  • Subscribers: or REGISTER for complete digital access.
  • Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists.
  • Check the STATUS of your Subscription Account.