#United States #Wealth Management #Santa Barbara #Mission Wealth #Partner Class

Mission Wealth Celebrates 25 Years and Announces 2025 Partner Class

As Mission Wealth proudly approaches its 25th anniversary, the firm takes a moment to celebrate its achievements while looking forward to an exciting future. The highlights of this momentous milestone include the announcement of its 2025 Partner Class, a group of eleven remarkable individuals who epitomize the essence of the organization’s client-centric philosophy and impeccable service.

The New Partner Class

The newly inducted partners include:

• - Sara Clark, Chief Client Officer
• - Ethan Cooper, Senior Wealth Advisor
• - Davis Edwards, Director of Data and Analytics
• - Mitchell Grushen, Senior Wealth Advisor
• - Joey Khoury, Senior Wealth Advisor
• - Andrew Kulha, Director of Estate Strategy
• - Jose Monreal, Senior Wealth Advisor
• - Jesse Pantano, Senior Wealth Advisor
• - Greg Prince, Senior Wealth Advisor
• - Eric Smith, Senior Wealth Advisor
• - Jared Sweeney, Senior Wealth Advisor

Each of these new partners reflects Mission Wealth's fundamental values of care, growth, adaptability, and commitment. Their leadership is set to steer the firm's ambitious plans for the upcoming years, particularly the launch of MissionForward—a next-gen app crafted for modern investors seeking customized financial guidance.

Celebrating Achievements

Matthew Adams, CEO of Mission Wealth, expressed immense pride in welcoming this exceptional group to the partner tier. He commented, “As we celebrate our 25th anniversary, I couldn't be more proud to welcome this exceptional group of leaders to our partnership. Their commitment to our clients and innovative spirit reflects the values that have defined Mission Wealth since day one.”

This milestone announcement aligns with Mission Wealth surpassing another significant achievement: managing over $10 billion in assets. Such growth underscores the firm’s unwavering dedication to delivering high-quality financial planning, investment management, and wealth advisory services.

“With these 11 exceptional promotions to the partner level, we recognize servants who have significantly contributed to our success and had an instrumental role in enhancing client satisfaction throughout their careers with us,” said Dannell Stuart, Mission Wealth's President.

As the firm moves forward, it doubles down on its mission to provide compassionate advice that enables individuals to discover genuine wealth.

About Mission Wealth

Founded in 2000, Mission Wealth is a recognized Registered Investment Advisor (RIA) that serves over 3,585 clients and families nationwide. With assets under management exceeding $10.1 billion, the company emphasizes strong core values and superior service. Those interested can learn more about Mission Wealth's offerings and schedule a complimentary consultation by visiting www.missionwealth.com or calling 805-516-5187.

As Mission Wealth enters its next chapter, with 49 experts now comprising its Partner Group, the enthusiasm for the firm’s future is palpable. Their commitment to clients and innovation promises a bright horizon for Mission Wealth, ensuring they remain a leader in wealth management for years to come.