Hamilton Walker Advisers

Hamilton Walker Advisers is a financial planning firm that was acquired by Mission Wealth Management, LP, on August 19, 2025. The firm was founded in San Francisco, California, in 2020 by Sarah Hamilton. Sarah, a Certified Financial Planner™ and Chartered SRI Counselor™, started the company after 15 years in the finance industry to offer a more personalized and educational approach to wealth management, moving away from a "one-size-fits-all" model.

The company specialized in providing tailored financial planning, investment management, tax planning, and estate planning for families, private clients, and emerging affluent investors. It focused on clients seeking a less intimidating and more collaborative financial services experience, emphasizing education alongside recommendations. A key area of expertise was in Environmental, Social, and Governance (ESG) investing, helping clients align their investment portfolios with their personal values. The firm utilized tiered service models, including ongoing financial planning and comprehensive subscription services that covered personal tax filing and quarterly meetings. As of early 2025, the firm managed over $41 million in assets for 98 clients.

The merger with Mission Wealth marked a strategic expansion for both entities, combining Hamilton Walker's educational approach with Mission Wealth's larger platform. Following the acquisition, Sarah Hamilton became the 54th equity partner at Mission Wealth, continuing her focus on innovative financial planning and leading MissionForward, a new digital service for the next generation of investors. The firm, now part of Mission Wealth, continues to serve clients from locations in San Francisco and Walnut Creek, California.

Keywords: financial planning, investment management, wealth advisory, estate planning, tax planning, SRI counseling, ESG investing, emerging affluent, high-net-worth individuals, retirement planning, bespoke financial services, values-based investing, Mission Wealth, Sarah Hamilton, financial education, portfolio management, registered investment advisor, wealth management merger, client-centric advice, family financial planning