SANTA BARBARA, Calif., June 16, 2025 -- Women are increasingly becoming financial decision-makers, controlling more than $14 trillion in personal wealth—a figure expected to double by 2030. Yet despite their growing economic power and proven investing strengths, many women still report feeling underserved or overlooked in traditional financial advisory relationships.
As part of its long-standing commitment to supporting women investors, Mission Wealth launches new resources.
At Mission Wealth, that gap is one the firm is deeply committed to closing.
As the firm celebrates its 25th year of service, Mission Wealth continues to empower women investors through thoughtful, personalized financial planning that honors their goals, values, and life journeys. This focus reflects not only the firm's dedication to inclusive service but also its belief that better financial outcomes are built on education, empathy, and trusted partnership.
Through decades of working closely with women navigating transitions, milestones, and legacy planning, Mission Wealth has developed a deep understanding of the unique challenges women face and the powerful instincts they bring to wealth management. With a growing team of female advisors—known as the Women on a Mission—the firm brings both perspective and partnership to women seeking to feel more confident in their financial decisions.
"Whether our clients are working with male or female advisors, our focus is always the same: deliver compassionate, customized advice that puts their priorities first," said Dannell Stuart, President and Partner at Mission Wealth. "Our entire team is trained to support women through education, clarity, and connection."
A Practical Guide for Women Building Confidence in a Complex Market
As part of its long-standing commitment to supporting women investors, Mission Wealth is offering a complimentary download of its Women Investor Guide: How to Harness Your Investment Strengths. This resource was created to help women embrace their financial intuition and overcome common biases that may hold them back from making empowered decisions.
Inside the guide, readers will find:
- Tips for overcoming the "confidence gap" and other common behavioral biases
- How to align investments with personal goals, timelines, and values
- Actionable steps to take ownership of finances, especially during transition periods like widowhood, divorce, or retirement
- Insights on building a financial team that reflects women's longer lifespans, evolving needs, and desire for partnership
"Women control a growing share of this country's wealth, yet many still feel pressure to 'get it perfect' before they act," said Mary Voll Miller, Partner and Senior Wealth Advisor in the Austin, Texas area. Miller is also a member of the Women on a Mission team. "We want every woman to feel equipped and supported as she builds her financial future."
Women nationwide are invited to download the free guide and schedule a complimentary consultation with a Mission Wealth advisor to explore their unique needs and opportunities.
About Mission Wealth
Since 2000, Mission Wealth has been a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 4,150 valued clients and families and managing assets exceeding $11.5 billion across the United States. For comprehensive information about Mission Wealth's core values and services, please visit www.missionwealth.com or contact us at 805-516-5187 for a complimentary consultation.
Follow Mission Wealth's Growth: LinkedIn | Instagram | YouTube
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. ALL RIGHTS RESERVED. 00760397 06/25
This News is brought to you by Qube Mark, your trusted source for the latest updates and insights in marketing technology. Stay tuned for more groundbreaking innovations in the world of technology.
