Mission Wealth and Hamilton Walker Advisers Merge to Enhance Services in the Bay Area

Mission Wealth Merges with Hamilton Walker Advisers

On August 19, 2025, Mission Wealth unveiled its merger with Hamilton Walker Advisers, a dynamic financial planning firm based in San Francisco, California. This strategic collaboration signifies Mission Wealth's commitment to expanding its footprint in the Bay Area and underscores its dedication to providing personalized financial guidance.

Evolution of Financial Guidance

Hamilton Walker Advisers has distinguished itself with a unique approach to financial planning, characterized by empathy and education. Founded by Sarah Hamilton, CFA®, CSRIC™, MBA, MSFAIM, the firm has built a reputation for helping young professionals, entrepreneurs, and affluent families navigate their financial journeys. Sarah Hamilton will transition into the role of Mission Wealth’s 54th equity partner, bringing her vision of innovative planning aimed at making financial services more accessible and less intimidating.

This merger marks Mission Wealth's third strategic expansion for the year 2025, demonstrating its proactive growth strategy. The partnership is more than a mere consolidation; it represents a shared philosophy centered around enhancing client relationships through trustworthy and expert advice.

A Unified Vision

“We believe in creating financial plans aligned with our clients' core values and long-term goals,” explained Matthew Adams, CEO and Managing Partner of Mission Wealth. “Welcoming Sarah and her team at Hamilton Walker Advisers enriches our mission and capabilities.”

Sarah Hamilton echoed this sentiment, noting that the merger allows them to scale their vision and enhance their ability to support clients. “Financial planning should be empowering, and this partnership opens doors for us to provide more robust services,” she stated.

Investing in Innovation and Growth

With the integration of Hamilton Walker Advisers, Mission Wealth is poised for growth in key innovation centers like Northern California. The merger will enable Mission Wealth to serve an expanded client base, now reaching over 4,200 families and managing more than $12 billion in assets nationwide.

Sarah’s expertise in addressing the unique needs of younger professionals and couples will play a vital role in advancing MissionForward™, a digitally focused financial planning initiative aimed at modern investors. This initiative includes a mobile platform that offers users real-time access to financial resources, expert advice, and customized planning tools by connecting them with dedicated certified financial planners (CFPs®).

About Mission Wealth

Mission Wealth is a registered investment advisor (RIA) recognized for its client-centric service model and advanced technological resources. It specializes in a wide range of financial services, including investment strategies, planning for taxes, estate planning, and risk management tailored to individual client needs. The firm stands out for its commitment to blending high-tech solutions with personalized service.

For more insights regarding the merger and the enhanced service offerings, Mission Wealth invites interested parties to visit their official website.

To learn more about their innovative approach and service offerings, visit Mission Wealth and connect with them on their social media platforms.

This merger emphasizes a brighter future for wealth management, highlighting the importance of personalized service in an ever-evolving financial landscape.