Mission Wealth grows national footprint with two mergers
IN THIS ARTICLE
- Banking & Finance Topic
- Jorge Mercado Author
By Jorge Mercado Wednesday, June 10th, 2026
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…









