Independent advice for people who've outgrown generic advice.
Since 2005, Mint Wealth Management has helped Houston business owners, families, and retirees plan, invest, and retire with advice built around their lives.
Free Retirement Checklist for Our Ideal ClientAdam Lampe — AdvisorHub 2026 Advisors to Watch: 400 Advisors Under $1B [Ranked #317.
Different paths, the same advocacy
How We Can Help
Whether you're navigating a life change, building a business, or planning your investments, our approach starts with understanding where you are and where you want to go.
Life Events
Marriage, a growing family, a career change, or an inheritance — major life moments often call for a fresh look at your financial plan.
Explore life events planningTax Strategies
Smart investing and financial decisions are only part of the picture. Understanding the tax implications of your investments is part of any sound financial approach.
Explore tax strategiesExecutive Compensation
Equity compensation, pre-IPO planning, and succession strategies for executives and business owners navigating concentrated wealth.
Explore executive compensationInvestments
A proactive approach to diversifying your portfolio among multiple asset classes — from fixed income and equities to real assets and alternative investments.
Explore investmentsOur Philosophy
We Don't Do Cookie Cutter.
Your financial life is as individual as you are. That's why every plan we build starts from scratch — your goals, your family, your business, your legacy. No pre-built portfolios. No one-size-fits-all advice.
Read our philosophyOur Process
A clear path from where you are to where you want to be
Discover
We learn about you — your goals, your concerns, your financial picture, and what success looks like to you.
Design
We analyze your situation and craft a personalized plan with clear strategies and recommendations.
Implement & Monitor
We put your plan into action, then measure, monitor, and adjust as your life and the markets evolve.
Your Team
The people behind your plan
Videos
Get to know how we work
A Team You Can Count On
Personalization to Meet Your Goals
Working With An Independent Financial Advisor
Frequently Asked Questions
What to know before your first conversation
Who do you work with?
Houston business owners, families, and retirees — owners preparing for a sale or succession, families building retirement income, and pre-retirees fine-tuning their investment and tax strategy before they stop working.
Do you have a minimum?
We don't have a strict asset minimum. What matters more to us is fit — we look for clients who are open to straightforward advice, disciplined about their goals, and ready to build a long-term relationship.
How are you paid?
Most of our relationships are fee-based, with an advisory fee of around 1% of assets under management. We'll walk you through exactly how we're compensated before you ever become a client.
Are you independent?
Yes. We're an independent, fee-based fiduciary, which means your needs come before ours, always. Every advisor on our team holds to that fiduciary standard.
What happens in the first meeting?
The first conversation is about listening, not selling. We'll learn about your goals and your situation, then talk through solutions that fit what you actually need — no pressure, no obligation.
Ready to talk with an advocate?
The first conversation is always complimentary. We'll listen to your goals, ask the right questions, and help you understand your options — no pressure, no obligation.
12807 Haynes Road, Building H, Houston, TX 77066