Mission Wealth has announced a strategic merger with PBL Wealth Management. an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP, CPWA. The partnership expands Mission Wealth’s presence in Texas and supports its continued national growth, with Broughton joining Mission Wealth as a Partner and Senior Wealth Advisor.
The merger brings together two planning-led advisory practices that Mission Wealth said are closely aligned in philosophy and service model, particularly around comprehensive, client-centric planning and disciplined, tax-aware decision-making. By adding an Austin-based team and deepening its reach in the state, Mission Wealth is positioning itself to serve clients in one of the country’s fastest-growing wealth markets while continuing to scale its national platform through targeted partnerships.
Based in Austin, PBL Wealth Management works with high-income professionals and business leaders who are navigating increasingly complex financial decisions tied to career growth, business ownership, liquidity events, and evolving family priorities. Mission Wealth said PBL’s advisory services, which include portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, fit naturally within Mission Wealth’s broader approach to coordinated wealth planning. The firm framed the combination as an expansion of both geographic coverage and planning capabilities, aimed at meeting the needs of clients whose financial lives often span taxes, investments, benefits, and long-term planning considerations.
For Mission Wealth, the transaction underscores an ongoing growth strategy centered on partnerships that can enhance client outcomes without compromising service quality. The firm emphasized that PBL’s planning toolkit and client experience are consistent with Mission Wealth’s priorities, and that integrating PBL into its national platform is intended to broaden the resources available to both incoming and existing clients. The merger is designed to provide continuity in the fiduciary relationship clients expect while expanding access to a wider set of planning and support resources as financial needs become more multifaceted.
Mission Wealth also highlighted PBL’s work in developing educational resources that help clients better understand their financial decisions and build confidence in the strategies they adopt. The firm said incorporating these materials into Mission Wealth’s services will expand the level of support available to clients seeking clarity as circumstances change, whether that involves new compensation structures, shifting tax considerations, or longer-term retirement and legacy planning questions. In the increasingly competitive advisory landscape, firms have been investing in client education and ongoing engagement as a way to strengthen relationships and improve decision-making, particularly for households managing both complexity and rapid change.
The merger also reflects broader consolidation trends within the wealth management industry, where advisory firms are increasingly joining larger platforms to gain access to expanded planning resources, specialized expertise, and operational support while aiming to preserve the personalized service model that has historically defined independent RIAs. Mission Wealth framed the partnership with PBL as consistent with that model, emphasizing the intent to maintain a fiduciary, client-first approach while expanding the breadth of tools and services available through a larger organization.
With Broughton joining as Partner and Senior Wealth Advisor, Mission Wealth is signaling that the combination is not simply a geographic expansion but also a talent and leadership addition. The firm positioned the transaction as a strategic step that strengthens its ability to serve clients in Texas while continuing to grow nationally through partnerships with advisors and firms that share its planning philosophy.
KEY QUOTES:
“Since Mission Wealth’s founding, our firm has been driven by one priority: our clients. Adam’s thoughtful approach aligns well with our planning philosophy and strengthens our ability to serve clients in one of the fastest-growing markets in the country.”
Matthew Adams, CEO and Managing Partner, Mission Wealth
“Joining Mission Wealth provides our clients access to a broader platform while preserving the personalized, fiduciary approach that defines our practice. This partnership further strengthens our ability to deliver coordinated strategies across tax, investment, and long-term planning.”
Adam Broughton, Founder, PBL Wealth Management
