Mission Wealth Strengthens Position in Colorado with Merger of Diversified Asset Management

Mission Wealth Enhances Its Colorado Footprint with a Strategic Merger

Boulder, Colorado - In a significant move aimed at bolstering its service offerings in Colorado, Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc. This merger represents an exciting step forward for both firms, allowing them to combine resources, expertise, and values to better serve their clients.

Founded by Robert J. Pyle, MBA, CFP®, CFA, AEP®, CEPA®, Diversified Asset Management has cultivated a strong reputation in the industry for its exceptional client service. The firm specializes in guiding business owners, professionals, retirees, and entrepreneurial families through the often-complex landscape of financial management. With decades of experience, Robert's extensive knowledge encompasses financial planning, tax-efficient strategies, and wealth transfer solutions. As a result of this merger, he will join Mission Wealth as the firm's 56th equity partner. Moreover, his son, Matthew J. Pyle, will step into the role of Wealth Advisor Associate, bringing fresh energy and insights into the mix.

This partnership is particularly noteworthy as it not only strengthens Mission Wealth's capabilities but also enhances its dedication to nurturing next-generation leadership. The father-son duo will jointly provide invaluable support to clients, ensuring they receive personalized guidance tailored to their unique situations.

A Unique Client Experience

Matthew Adams, CEO and Managing Partner of Mission Wealth, emphasized the significance of the merger, stating, "Robert's expertise and Matthew's emerging leadership bring both wisdom and energy to our team. We are thrilled to welcome them because this father-son dynamic adds a unique depth to the client experience." This unique approach aligns perfectly with Mission Wealth's commitment to fostering deep, meaningful relationships with clients.

Robert J. Pyle shares his enthusiasm for the collaboration, noting, "Partnering with Mission Wealth ensures our clients have access to expanded resources, while Matthew and I continue building meaningful, long-term relationships with the families we serve." This merger not only validates the expertise of both Robert and Matthew but also exemplifies a shared vision of continued client-centered service.

Expanding Expertise for Business Owners

One of the primary goals of this merger is to enhance the service offering for self-employed professionals and business owners. By integrating Robert and Matthew's proficiency into Mission Wealth's national platform, the firm significantly enhances its ability to cater to this demographic. In today's competitive market, small to mid-sized businesses often require specialized financial strategies, and this merger positions Mission Wealth to meet those demands more effectively.

With the evolving landscape of financial management, Mission Wealth remains focused on staying ahead of the curve. This merger marks Mission Wealth's fifth strategic partnership in 2025, demonstrating the firm’s commitment to growth driven by exceptional talent in key markets. Each of these mergers has been strategically selected to augment the existing strengths of Mission Wealth and elevate its client service experience to new heights.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Adviser (RIA) with over $12.8 billion in assets under management. Known for its elevated client service experience, the firm employs a world-class technology stack to provide a range of financial services. These services include financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic guidance, and asset protection solutions tailored to each client's needs.

As Mission Wealth embraces this new chapter following its merger with Diversified Asset Management, it underscores its steadfast dedication to delivering personalized financial advice and creating a lasting impact in the lives of its clients. To learn more about Mission Wealth and its strategic goals, visit missionwealth.com/opportunity.

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Disclaimer: Mission Wealth is a registered investment adviser. 00790286 10/25