Mission Wealth
https://missionwealth.com
Award Sponsor: Bartlett, Pringle & Wolf
Mission Wealth is a nationally recognized independent registered investment advisory firm founded in Santa Barbara in 2000. Built on a foundation of trust, integrity, and personal connection, the firm has grown from a local advisory practice into a national enterprise serving individuals, families, foundations, and institutions across the United States. Throughout that growth, Mission Wealth has remained deeply rooted in the community where it began.
From its inception, Mission Wealth has believed that wealth is most meaningful when used to strengthen the people around us. This philosophy guides the firm’s fiduciary approach to comprehensive wealth management, which integrates investment management, financial planning, tax strategy, estate and trust planning, charitable planning, and asset protection. Mission Wealth’s advisors work closely with clients and their families to help them make thoughtful financial decisions that align with their values and long-term goals.
Santa Barbara is more than Mission Wealth’s headquarters. It is the heart of the firm’s culture and commitment to service. Mission Wealth’s team members are actively involved in local nonprofit organizations, educational initiatives, and philanthropic efforts that support financial literacy, student success, health, and community well-being. Mission Wealth believes responsible stewardship extends beyond client portfolios to include giving time, expertise, and resources to strengthen the broader region.
Today, Mission Wealth manages billions of dollars in assets for thousands of client families nationwide and continues to be recognized for its proactive and holistic service approach, growth, and collaborative culture. Even as the firm expands its national presence, it remains guided by the values shaped in Santa Barbara, including long-term relationships, thoughtful leadership, and a deep sense of responsibility to the communities it serves.
Mission Wealth is honored to be recognized as the 2026 SCBT Company of the Year and is proud to support the Scholarship Foundation of Santa Barbara, whose mission aligns closely with the firm’s longstanding commitment to education and opportunity.