MissionSquare has announced the launch of a new personal wealth management offering, representing a strategic expansion of the firm's services designed to address the evolving financial needs of individuals and their families. The move builds on MissionSquare's existing retirement planning capabilities — long focused on serving public sector employees, including teachers, firefighters, police officers, and other government workers — extending its support across every stage of a customer's financial journey.

The expansion into personal wealth management aligns with MissionSquare's broader strategy of enhancing its capabilities in response to growing consumer demand. According to industry data, nearly half (47%) of individuals prefer a "one-stop shop" for financial services and adjacent wealth management needs, underscoring the importance of integrated tools that can support a comprehensive range of financial wellness requirements. The launch also reflects a wider trend among retirement-focused financial institutions, including firms such as Empower and Fidelity, that have increasingly moved into holistic wealth management to retain clients beyond their working years and capture assets across generations.

"We recognize that individuals today want more than retirement guidance; they want a trusted partner who can simplify their full financial lives," said Andre Robinson, CEO of MissionSquare. "By expanding our solutions with a new personal wealth management offering, we're delivering on that expectation with modern, convenient tools and personalized support that can help individuals and families move confidently toward their goals."

Through this launch, MissionSquare is introducing a range of investment options and digital solutions available to all individuals via the firm's newly redesigned corporate website, MissionSquare.com. The new offerings include:

• MissionSquare Brokerage Account: Provides flexible investment options, including individual retirement accounts (IRAs) and taxable accounts, enabling individuals to pursue both short- and long-term financial goals.

• MissionSquare Digital Adviser: A robo-adviser supporting IRAs and taxable, nonqualified investment accounts. MissionSquare Investments will construct the strategies within Digital Adviser using industry-leading investment companies, tailored to each individual's investment objectives, financial portfolio, and risk tolerance.

To lead this initiative, MissionSquare has appointed Shannon Hogendorn, head of wealth management, as president of its rebranded broker-dealer subsidiary, MissionSquare Wealth Management. The firm continues to strengthen its team with deep expertise in both retirement and personal wealth management to support its growth in this area.

"Expanding our core planning services to include personal wealth management solutions reflects our commitment to meeting customers where they are in their financial journeys," added Hogendorn. "We are building a platform that offers choice, flexibility, and trusted guidance, allowing individuals and their families to take control of their financial futures with confidence."

MissionSquare Wealth Management is collaborating with Apex Fintech Solutions, leveraging Apex's Ascend Investor product for self-directed and robo-investing. Under this arrangement, Apex will provide the underlying infrastructure for secure trade execution and asset custody through its subsidiary, Apex Clearing Corporation. Apex Clearing serves as the backbone for numerous fintech and wealth management platforms, making it a well-established infrastructure partner for firms entering or scaling retail brokerage operations.

MissionSquare, a company rooted in service, investments, and technology, remains focused on helping individuals and their families build financial security. Throughout 2026 and beyond, the firm plans to introduce additional service enhancements and solutions, including high-yield savings accounts and expanded IRA support.