Hamilton Walker Advisers, a financial planning firm in San Francisco, has merged with Mission Wealth Management. This merger, announced on the firm’s website, is Mission Wealth’s third expansion in 2025 and strengthens its presence in the Bay Area. The two firms will collaborate to offer personalized financial advice, with a focus on long-term impact and education.
Hamilton Walker Advisers is known for its friendly and educational approach to financial planning, helping young professionals, entrepreneurs, and families with growing wealth. Sarah Hamilton, the firm’s founder, will join Mission Wealth as its 54th equity partner. She will continue her work in innovative financial planning, making the process more meaningful and approachable for clients.
This merger demonstrates a shared commitment to fostering strong client relationships and providing expert guidance. Adding Hamilton Walker Advisers supports Mission Wealth’s growth in tech-focused areas, such as Northern California. Now, Mission Wealth serves over 4,200 client families and manages more than $12 billion in assets across the nation.
Sarah understands the unique needs of young professionals, entrepreneurs, and affluent families. She is well-suited to lead MissionForward, Mission Wealth’s new digital financial planning service designed for the next generation of investors. This mobile service provides real-time access to expert advice, digital planning tools, and investment guidance, along with support from a dedicated CFP professional throughout the planning process.
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“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.”
Matthew Adams, CEO and Managing Partner of Mission Wealth
“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.”
Sarah Hamilton
