Matt Lessman, CFP®

When Mint Hill was founded, the plan was to have three partners who each focused on a different area of the business. Tim, Tyler, and Matt brought unique skill sets and interests that contributed to a distributed, balanced set of roles and responsibilities. Equally important, they had chemistry as partners that worked, and they did …

A Rising Tide Lifts All Boats: Jake Stevenson’s Approach to Leadership at Mint Hill Read More »

At Mint Hill, we serve over 250 families of physicians and dentists. Last month, we asked several of these clients to share the books that have most influenced their lives. In the second part of this series, we ask these clients to reflect on the following questions: What advice would you give to a smart, …

Peer Review: Words of Wisdom from Mint Hill Clients (Part 2 of 2) Read More »

Summer is approaching its end. For our family, this means the day camps stop, and our kids begin preparing for a new school year. This comes with new school supplies, clothes that fit, and of course, a fresh 30-lb stack of well-used text books. We convert paper bags into poorly constructed book covers, then load …

Peer Review: What Books Have Most Influenced Your Life? (Part 1 of 2) Read More »

Mint Hill Wealth Management is pleased to introduce the newest addition to our team, Sarah Werner!  As a full-service wealth management firm, we always strive to simplify the complexity of our clients’ financial lives through exceptional service and focused, personal attention. As such, we have added Sarah to our team and believe she will be …

Meet Our New Team Member: Sarah Werner Read More »

At Mint Hill, we serve 240 families of physicians and dentists located in 39 different states. Many of these relationships are remote, relying primarily on phone, email and video conferences. This offers many benefits – for example, instead of fighting traffic to get to our office, you can meet us from the comfort of your …

“Beyond the Bio” With the Mint Hill Team Read More »

We have two goals at Mint Hill: to simplify our clients’ financial lives and help them proactively create wealth. While these goals represent the core focus of our business, they have very little to do with us. Instead, they come directly from you, the physicians and dentists we’ve partnered with for the past 14 years.  …

Why We Started Mint Hill Read More »