Mission Wealth Acquires PBL Wealth Management
Mission Wealth has announced a strategic merger with PBL Wealth Management, LLC, an independent fiduciary wealth advisory firm founded by Adam Broughton, CFP, CPWA. This partnership expands Mission Wealth’s presence in Texas and supports its continued national growth. Broughton joins as a partner and senior wealth advisor.
Based in Austin, PBL Wealth Management works with high-income professionals and business leaders to help them plan for and manage growing wealth through planning and tax-aware advice. The firm’s advisory services include portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning.
“Since Mission Wealth’s founding, our firm has been driven by one priority: our clients,” said Matthew Adams, CEO and managing partner of Mission Wealth. “Adam’s thoughtful approach aligns well with our planning philosophy and strengthens our ability to serve clients in one of the fastest-growing markets in the country.”