Hamilton Walker Advisers Merges with Mission Wealth Management to Enhance Financial Services in San Francisco
In a strategic expansion move, Hamilton Walker Advisers, a well-regarded financial planning firm based in San Francisco, has officially merged with Mission Wealth Management. Announced on Mission Wealth’s official website, this merger marks Mission Wealth’s third significant expansion in 2025, enhancing its foothold in the competitive Bay Area market.
Hamilton Walker Advisers has built a reputation for its client-centered approach to financial planning, particularly for young professionals, entrepreneurs, and families seeking to navigate the complexities of wealth management. Founded by Sarah Hamilton, the firm prioritizes education and empowerment, making financial planning more accessible and less intimidating.
Following the merger, Sarah Hamilton will assume the role of the 54th equity partner at Mission Wealth, where she will continue to innovate within the financial planning sector. Hamilton’s leadership will facilitate a closer alignment between personalized financial strategies and the specific needs of diverse client demographics. This partnership not only amplifies the capabilities of both firms but also demonstrates a united vision of providing comprehensive and meaningful financial advice.
This merger aligns with Mission Wealth’s broader strategy of cultivating strong client relationships and delivering expert guidance tailored to individual financial journeys. The incorporation of Hamilton Walker Advisers is expected to enhance Mission Wealth’s services, notably in tech-heavy regions like Northern California, which harbors a growing population of affluent individuals and startups. The firm currently manages assets exceeding billion and serves over 4,200 client families nationally.
As part of her new role, Sarah Hamilton will spearhead “MissionForward,” Mission Wealth’s innovative digital financial planning service aimed at a new generation of investors. This platform offers users real-time access to financial advice and sophisticated planning tools, along with ongoing support from certified financial professionals (CFPs). With the rise of tech-savvy investors seeking streamlined, effective financial strategies, MissionForward is poised to meet the demands of a modern clientele.
Key leaders from both firms have expressed enthusiasm about the merger’s potential. Matthew Adams, CEO and Managing Partner of Mission Wealth, remarked, “At Mission Wealth, we believe that aligning wealth planning with an individual’s core values and life goals creates the greatest impact. We’re excited to welcome Sarah and the team at Hamilton Walker Advisers to the Mission Wealth family as we continue to build a national firm with local expertise and heart.”
Sarah Hamilton also mirrored Adams’ sentiments, stating, “At Hamilton Walker, we’ve always believed that financial planning should be a supportive, empowering experience—not an overwhelming one. Joining Mission Wealth allows us to scale our vision, offering our clients even more support and expertise.”
This merger not only signifies growth for both firms but also reflects an evolving landscape in the financial services industry, as firms prioritize personalized, accessible, and technology-driven solutions to meet the diverse needs of their clients.
