A complete list of active advisors currently associated with Mission Street Wealth Planning

Warmer can help you find a great advisor at Mission Street Wealth Planning or one who fits your needs even better.

Mission Street Wealth Planning (MSWP) advises individuals, families, small business owners, health care professionals, qualified retirement plans and nonprofit or corporate investment committees, offering comprehensive and limited-scope (à la carte) financial planning and ongoing portfolio management. The firm prepares individualized Investment Policy Statements (IPS) and uses those IPSs to guide recommendations and account administration for each client. MSWP’s investment approach emphasizes diversified, asset-class exposure grounded in academic research, avoiding stock picking and market timing while focusing on investor behavior and long-term discipline. The firm operates on a non-discretionary basis, requiring client approval for implementation of strategies and trades described in each client’s IPS. What distinguishes MSWP is its non-discretionary model at scale: as of December 31, 2025 the firm reported $0 in discretionary assets and approximately $42.1 million in non-discretionary assets under administration, and it relies on a single third‑party account administrator (Focus Partners Advisor Solutions, LLC, or FPAS) to implement portfolios and provide proprietary SA Funds in some cases. The brochure discloses the resulting conflicts of interest (including fee arrangements and the sole‑provider relationship) and also states there are no material legal or disciplinary events involving the firm or its principal.

To learn more about the advisors currently working at Mission Street Wealth Planning, 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.