Mission Financial Group | Elliott Montgomery

Honolulu, Hawaii

Fee-Based

Mosaic Pacific Investment Advisors, now operating as part of Creative Planning, is a fee-based wealth management firm headquartered in Honolulu, Hawaii. The firm provides financial planning and investment management services to clients nationwide, supported by a team of over 625 CFP® professionals across more than 50 states. Creative Planning, the parent organization, manages over $710 billion in combined assets under management or advisement as of December 31, 2025, and collaborates with BerganKDV for audit and attest services.

Honolulu, Hawaii

Independent RIA

Latitude Wealth Management is an independent wealth management firm in Honolulu offering financial planning and investment management services to individuals and small businesses. The firm operates without proprietary product affiliations and focuses on strategies addressing wealth creation, protection, and legacy planning. Their stated approach emphasizes a structured planning process with attention to current needs and tax efficiency, supported by personalized advisory service.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Honolulu, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Honolulu, Hawaii

Ashton Thomas Private Wealth provides investment management and wealth planning services to affluent individuals in Honolulu, Hawaii. The firm offers asset management, wealth planning, estate and trust solutions, and tax services, with specialized teams in wealth planning and asset management led by principals including Aaron Brodt, Drinan Gorney, and Kevin Kading. Trust, family office, and banking solutions are provided through affiliated third-party entities, while tax services operate through Ashton Thomas Tax Advisory and insurance products through Ashton Thomas Insurance Agency.