Mission Wealth Management, LP announced its merger with Hamilton Walker Advisers, a San Francisco-based financial planning firm, marking the firm’s third strategic expansion of 2025. The move strengthens Mission Wealth’s presence in the Bay Area. 

As part of the merger, Sarah Hamilton, founder of Hamilton Walker Advisers, will join Mission Wealth as the firm’s 54th equity partner. “At Mission Wealth, we believe that aligning wealth planning with an individual’s core values and life goals creates the greatest impact,” said Matthew Adams, CEO and Managing Partner of Mission Wealth.  

Hamilton echoed this vision, emphasizing that her firm has always sought to make financial planning a supportive and empowering experience. “Joining Mission Wealth allows us to scale our vision, offering our clients even more support and expertise,” she added. 

The addition of Hamilton Walker Advisers advances Mission Wealth’s strategic focus on expansion into innovation hubs, particularly Northern California. With the merger, Mission Wealth now serves more than 4,200 client families and manages over $12 billion in assets nationwide. 

This deal follows two earlier 2025 expansions: in April, Mission Wealth announced a merger with Brown Wealth Management, an Eden, MN-based firm managing more than $204 million in assets; and in January, it merged with Logic Capital Managment, a Houston, TX-based firm managing more than $400 million in assets.