Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service.
JLFranklin Wealth Planning was founded in 1999 by Joyce Franklin. Joyce has been serving clients with integrity, clarity, and empathy for more than two decades. With expertise in tax matters and financial planning, she takes a holistic view to develop customized solutions for clients drawn primarily from three areas of focus: the tech community, human resources professionals, and Google employees and executives. High-net-worth clients with stock options and RSUs receive strategic planning to minimize taxes, increase diversification, and decrease their overall investment risk. In 2008 Tarren Schaar joined the firm, and in 2021 he became a partner.
“We as a firm are delighted to welcome Joyce Franklin and her team to Mission Wealth. Joyce’s 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 Wealth and 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,” said Matthew Adams, CEO and Managing Partner.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!