Mission Wealth is a wealth management firm offering financial planning and investment advisory services to individuals, families, business owners, professionals, retirees, nonprofits, and family offices. Its services include retirement, tax, trust and estate planning, investment management, charitable planning, family governance, and family office support. The firm also addresses the personal and family considerations that can shape financial decisions.

Cray J. Coppins III, CFP®, is a Partner and Senior Wealth Advisor based in Lisle, Illinois. He works with corporate executives, professionals, business owners, pre-retirees, and retirees to coordinate financial priorities through major life transitions. His planning may bring together retirement income, investments, taxes, charitable giving, estate planning, and legacy goals. Cray has more than 20 years of financial experience and founded an independent advisory firm in 2012; that firm joined Mission Wealth in 2024. He serves clients across Chicagoland and southern Wisconsin, as well as nationwide through video and phone meetings.