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Qualifications of Financial Advisors in Bryan

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Bryan, Texas
Financial Advisor Office Location Phone Number
Mark DiGiovanni
CFP®
Edelman Financial Engines, LLC
207 East Shore Drive,
The Woodlands, TX 77380
281-407-0467
Adam Lampe
Mint Wealth Management
12807 Haynes Road, Building H,
Houston, TX 77066
281-970-4200

Information on Qualified Financial Advisors in Bryan

Qualifications CRD# 2252503
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 207 East Shore Drive,
Suite 230,
The Woodlands,
TX
77380
Phone Number 281-407-0467

I've worked in the financial services industry for almost 30 years, primarily with high-net-worth clients, focusing on retirement planning, tax planning, legacy planning and asset management. On a personal note, I really enjoy outdoor activities, especially hiking. I've recently started bowling and photography, as a natural complement to hiking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4929585
FirmCRD# 23131
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 12807 Haynes Road, Building H,
Houston,
TX
77066
Phone Number 281-970-4200

For over 14 years, Adam Lampe has helped high net worth individuals, affluent families, foundations, and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, formerly Lampe & Son Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston. Adam graduated #1 in his class with Honors from Texas Tech University, where he earned a Bachelor of Science Degree in Personal Financial Planning. This program through Texas Tech has received an abundance of praise, including being considered a Top 5 school by Investopedia (source), and one of the most influential programs by Financial Planning Magazine (source). Before forming Mint Wealth Management with his father in 2005, Adam worked at a fee only firm which served an exclusive group of high net worth individuals. In this role, he was required to do extensive research for senior partners within the firm and develop financial plans for CEOs of various oil companies. Adam was named One of the Best Wealth Managers in Client Satisfaction by Texas monthly in 2014, 2015, 2016, 2017 and 2018*. Though if he had to choose what he considers his biggest accomplishment, he would say marrying Christa Kay. Adam currently resides in Cypress, Texas with his wife and his two children: Carson Michael, and Scarlet Kay. He loves spending time with his family and friends, enjoys a good hunting or fishing trip, traveling, and Big 12 football (though he will happily go to any sporting event). He is also active within his community and his church.

About Mint Wealth Management

Our mission is simple: Advocate for your success. We believe that offering comprehensive total solutions for your personal and financial needs will help you reach your goals. We do this through employing advisors who've graduated from one of the Top Financial Planning Programs in the Nation (source), and also through connecting you to quality services such as business professionals. With us, you not only have a plan, but a team that's ready to answer all your questions. Our team is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. In achieving our mission, we conduct business in a way that ensures your needs are aligned with our professionals, so that you can receive the best possible service. This isn't just talk, though. Our advisors have been recognized by Texas Monthly as one of the Best Wealth Managers in Client Satisfaction for the last 7 years.



* Additional advisor listing is provided in partnership with Yext

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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?