Mission Wealth is a wealth management and financial planning firm offering coordinated guidance for individuals, families, businesses, and organizations. Its services include wealth management, retirement and financial planning, investment management, tax planning, trust and estate planning, charitable giving, family governance, and family office services. The firm also supports clients with risk management and the financial decisions that accompany major life changes.

Through its team of advisors and specialists, Mission Wealth develops recommendations around clients’ goals, circumstances, and financial needs. Edwin Retter, CFP®, CMT®, is a Partner and Senior Wealth Advisor based in Melbourne, Florida. He helps retirees, pre-retirees, widows, widowers, professionals, and business owners address retirement preparation, investments, taxes, and evolving responsibilities. His approach emphasizes listening, tailored planning, and ongoing communication, with support from colleagues in areas such as investment, tax, and estate planning.

Mission Wealth serves clients in Central Florida, including Orlando, Melbourne, Viera, and Cocoa Beach, and works with clients nationwide through in-person, video, and phone meetings. The firm describes itself as a fiduciary for investment advisory services.