Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
RHP Wealth Management
Team
Firm-wide stats for RHP Wealth Management
About
RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and business entities, delivering discretionary investment management alongside financial planning, project-based and subscription planning, estate planning support, and retirement plan consulting. The firm reports approximately $344.8 million in discretionary assets under management and manages client portfolios primarily on a discretionary basis.
RHP’s investment philosophy views markets as semi‑efficient and emphasizes diversified allocations across equities, fixed income and cash, using five model strategies aligned to clients’ time horizons and risk tolerance; portfolio construction emphasizes asset allocation, diversification and tax awareness, with the firm typically exercising discretion to implement client objectives. Its financial planning process relies on detailed data gathering, coordination with clients’ other professionals, and a mix of ongoing, project-based, and subscription offerings to address different client needs.
Distinctive aspects of the firm include marketing practices not common among peers—its public materials incorporate client testimonials and endorsements and reference third‑party ratings—and a broader service mix that pairs retail discretionary management with institutional retirement-plan consulting. Operationally, RHP also uses a third‑party platform (Pontera) to manage held‑away retirement plan participant accounts without taking custody, reflecting an integration of held‑away account management with its discretionary investment services.
Based on RHP Wealth Management
Expertise
Based on RHP Wealth Management
Location
12000 Aerospace Avenue, Suite 420
Houston TX 77034
Advisors at this office
4
Advisors at this office
Matthew B
CFP®, Series 65
Houston, TX
RHP Wealth Management
Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.
Michele J
Series 63, Series 65
Houston, TX
RHP Wealth Management
Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.
Lingyun Y
Series 66
Houston, TX
RHP Wealth Management
Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.
Glenn R
CFP®, Series 63, Series 65
Houston, TX
RHP Wealth Management
Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.
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