Westlake-based PBL Wealth Management and Mission Wealth announced a strategic merger in January.
Under the merger, PBL Wealth Management will become part of Mission Wealth, and PBL founder Adam Broughton will join Mission Wealth as a partner and senior wealth adviser.
“Joining Mission Wealth provides our clients access to a broader platform while preserving the personalized, fiduciary approach that defines our practice,” Broughton said in the news release. “This partnership further strengthens our ability to deliver coordinated strategies across tax, investment and long-term planning.”
Diving in deeper
PBL offers advisory services, portfolio management, tax modeling, compensation guidance and retirement income planning. Its Austin team will continue to serve clients locally, according to the news release.
Mission Wealth is a registered investment adviser that oversees over $14.1 billion in assets, according to the news release. The business, which has an office just off South MoPac, offers financial planning, investment counsel, estate planning and asset protection.
“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,” said Matthew Adams, CEO and managing partner of Mission Wealth.
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