Understanding Today’s Financial Environment

Mint Financial Strategies is an independently owned financial consulting firm with over 19 years of experience in helping individuals and business owners plan for and achieve their financial goals and objectives.

Our independence means you get an unbiased, strategy-focused approach to your financial and investment needs.

We offer comprehensive wealth management services to anyone seeking peace of mind over their financial future -- no matter if you’re just beginning to save for your future or you’re seeking retirement soon.

Our Commitment

Our name says it all: MINT is synonymous with building wealth; it is often used to describe near-perfect or “mint” condition. 

We also use it as an acronym to summarize our promise to you:

Meaningful Relationship committed to providing you with up-to-date, relevant Information and a Network of financial solutions as your Trusted Adviser.

What Makes Us Different

We get this question all the time....Why should I work with you?  What makes you different than all of the other "Financial Planners" out there?  We are not a "one size fits all" financial planning firm.  Everything that we do is customized for you.  We start with sitting down and getting to know more about you and your financial goals.  Next, we put together a comprehensive strategy - one that is not tied to financial products or investments.  Once we agree on the right strategy, we build a personalized portfolio with specific recommendations for you.  We meet with our clients on a regular basis - often times 3-4 times per year to check in and review your investments.  In addition, we offer on-going educational opportunities for our clients so that they can take an active role in their plan.