Mission Wealth expands California presence with merger
Mission Wealth Management, a financial planning and wealth management firm with over $9.4 billion in client assets under management, has acquired with JLFranklin Wealth Planning, a financial advisory firm.
Announced Oct. 28, this marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area.
JLFranklin Wealth Planning was founded in 1999 by Joyce L. Franklin with over $235 million in assets under management.
Franklin will join the team as Mission Wealth’s 39th equity partner, with the press release adding that her “professionalism, entrepreneurial vision, and commitment to life-long learning align perfectly with the core values of our firm.”
“The JLFranklin team’s expertise in tax matters, liquidity planning, and concentrated stock solutions is an ideal fit for our existing clients in the Pacific Northwest region who often share similar financial complexities. Furthermore, Joyce’s passion for teaching and producing educational content in her niche is very welcomed at Mission Wealthand will undoubtedly have positive and cascading effects on our clients and colleagues. We couldn’t be more excited to integrate this dynamic group into Mission Wealth,” Mission Wealth CEO and Managing Partner Matthew Adams said in a press release.
