A complete list of active advisors currently associated with Focused Mission Financial

Warmer can help you find a great advisor at Focused Mission Financial or one who fits your needs even better.

Focused Mission Financial is a fee-only advisory firm that serves individual and high-net-worth clients with wealth management, discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. Services include ongoing account supervision, project-based financial planning engagements, and referrals to outside managers when appropriate. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, using a mix of passive and active funds, ETFs, and individual securities, and can incorporate socially responsible (ESG) considerations at a client’s request. Portfolios are designed for long-term goals, monitored periodically, and may be managed directly or through third‑party managers while the firm retains oversight and client-tailored restrictions. A distinctive aspect of the firm is its regular delivery of public and group educational programming and speaking engagements, and the production of financial education videos and webinars as a separate, limited activity; these offerings are described in the Brochure as educational rather than individualized advice. Despite a small advisor team and roughly $65 million in assets under management, the firm combines individualized discretionary management with these broader client-education services, a practice that is relatively uncommon among similar supported firms.

To learn more about the advisors currently working at Focused Mission Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Ryan	San Diego, CA	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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