Lisle, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mission Wealth Management, LP
Multi-team
Firm-wide stats for Mission Wealth Management, LP
About
Mission Wealth Management is an SEC‑registered, multi‑team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high‑net‑worth individuals and families, while also serving entities such as pension plans, endowments, and retirement plan sponsors. Services are offered through tiered models (MissionForward, Integrated Wealth Solution, Private Client, and Family Office) and include financial planning, investment implementation, and consulting engagements.
The firm generally manages client accounts on a discretionary basis and emphasizes customized, typically long‑term strategies using ETFs, institutional mutual funds, individual securities and a broad set of alternative investments (including private equity, direct debt, real estate and hedge funds); it also uses third‑party sub‑advisors when appropriate and incorporates tax‑aware trading and periodic rebalancing. Custody and execution are primarily handled through Fidelity and Schwab, the firm can manage held‑away accounts via Pontera, and it offers cross‑border planning and ERISA retirement plan fiduciary services.
Notably, Mission Wealth’s Risk Management Department is licensed to place insurance products and may receive customary placement fees for those services, an offering the brochure highlights as part of its advisory platform and which is less common among multi‑team wealth firms. The brochure also discloses participation in Fidelity’s WAS and Schwab’s SAN referral programs (including referral and program fees), and details institutional pension consulting and ERISA 3(21)/3(38) plan services along with procedures to address the attendant conflicts of interest.
Based on Mission Wealth Management, LP
Expertise
Based on Mission Wealth Management, LP
Location
2441 Warrenville Road
Lisle IL 60532
Advisors at this office
4
Advisors at this office
Kyle B
CFP®, Series 63, Series 65
Lisle, IL
Mission Wealth Management, LP
Kyle Buffo is a CFP® professional with 11 years of industry experience, currently serving at Mission Wealth Management, LP. His prior roles include positions at LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. Outside of finance, he is a self-employed musician. Mission Wealth Management is an SEC-registered, multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals and families, as well as institutional clients. The firm emphasizes customized, long-term strategies using a diverse range of investment vehicles and provides services through various advisory models.
Jeffrey F
Series 65
Lisle, IL
Mission Wealth Management, LP
Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. His prior work includes roles at Goldman Sachs and Mako Metals, along with academic experience at Indiana University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach using diversified asset classes and offers risk management and fiduciary services.
Ryan M
CFP®, Series 65
Lisle, IL
Mission Wealth Management, LP
Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.
Bryant M
CFP®, Series 66
Lisle, IL
Mission Wealth Management, LP
Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. His prior experience includes roles at Lido Advisors, HighTower Securities, and Merrill. Mission Wealth Management is a multi-team SEC-registered advisory firm offering wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm employs customized, long-term strategies across a broad range of investments and includes risk management and retirement plan fiduciary services as part of its platform.
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