Wealth

Mission Wealth Honored with 2023 Real Leaders Impact Award


“This is our fifth annual ranking, and the number of award winners has tripled. It’s encouraging to see how this movement is going mainstream with businesses all over the world.” said Mark Van Ness, Founder of Real Leaders. “We are excited to welcome new and past company winners to the impact movement, and into the Real Leaders Impact Awards community.”

To learn more about awards and rankings the firm has achieved, visit our Awards & Rankings page.

Founded in 2010, Real Leaders is a membership community for impact leaders with a global media platform dedicated to driving positive change. It’s on a mission to unite farsighted leaders to transform our shortsighted world. Calculated by the Real Leaders ‘Force for Good’ score, the Impact Awards takes into account the company’s 5-year sales growth, revenue, and B Impact Assessment (or default score) to objectively rank the companies. Real Leaders is a B Corporation, a member of the UN Global Compact, and is independently owned.

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $5.0 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.



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