Andrew Kulha Director of Estate Strategy Mission Wealth

Andrew Kulha

In by Mission Wealth

Andrew Kulha, Director of Estate Strategy

Andrew Kulha

JD, CFP®

Director of Estate Strategy

Austin, Dallas, Houston

(713) 597-5998

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"I understand the importance of ensuring clients' hard-earned assets are safeguarded and their loved ones are empowered to manage their affairs after they pass on. My passion is helping our clients achieve peace of mind by developing customized estate plans that effectively protect and preserve their wealth."

As Mission Wealth's Director of Estate Strategy, Andrew Kulha is dedicated to providing high-quality estate planning and legacy solutions to clients nationwide. He leads and manages the Estate department, focusing on identifying and developing effective strategies to help high net-worth individuals and their families achieve their long-term goals. Andrew's comprehensive financial advisory services encompass a wide range of estate planning needs, from wealth transfer and tax planning to charitable giving and trust administration. With his extensive expertise and commitment to client success, Andrew is a valuable asset to the Mission Wealth team.

"I understand the importance of ensuring clients' hard-earned assets are safeguarded and their loved ones are empowered to manage their affairs after they pass on. My passion is helping our clients achieve peace of mind by developing customized estate plans that effectively protect and preserve their wealth."

As Mission Wealth's Director of Estate Strategy, Andrew Kulha is dedicated to providing high-quality estate planning and legacy solutions to clients nationwide. He leads and manages the Estate department, focusing on identifying and developing effective strategies to help high net-worth individuals and their families achieve their long-term goals. Andrew's comprehensive financial advisory services encompass a wide range of estate planning needs, from wealth transfer and tax planning to charitable giving and trust administration. With his extensive expertise and commitment to client success, Andrew is a valuable asset to the Mission Wealth team.

Learn About Andrew Kulha

Professional Background

Andrew Kulha has an impressive professional background that includes extensive experience in wealth advising, law, and contracts. Prior to joining Mission Wealth as Director of Estate Strategy, he was a wealth advisor at Mariner Wealth Advisors’ Houston office (formerly Patriot Wealth Management, Inc.).  Andrew began his legal career in the contracts department of a Fortune 200 company then left to run his own estate planning law firm, which was acquired by McCulloch & Miller, PLLC.  Prior to law school, Andrew worked as an associate at the local CPA firm of Kenwood & Associates, PC. With his diverse skill set and breadth of expertise, Andrew brings a wealth of knowledge and experience to his role at Mission Wealth, where he is committed to providing exceptional estate planning and advisory services to clients.

Andrew has a Bachelor's degree with honors in Government and German from the University of Texas. He has a Juris Doctorate degree from the Dale E. Fowler School of Law at Chapman University. Andrew is a licensed attorney and a member of the State Bar in both Texas and California. Additionally, he earned his CERTIFIED FINANCIAL PLANNER™ designation from the University of Georgia Terry College of Business.

Personal Pursuits

In his free time, Andrew enjoys pursuing a range of hobbies, including smoking various meats, home brewing, and following college football (especially his beloved Texas Longhorns).

Beyond his personal interests, Andrew is an active member of several professional organizations in Houston. He is a member of the Houston Economic Financial Forum, as well as the Houston Young Lawyers Association and its associated foundation. Additionally, Andrew participates in both Houston Professionals and Young Professionals in Finance - Houston.

Community Impact

At the Financial Planning Association Houston Chapter, Andrew serves on the board as Secretary. He also volunteers with the Houston Young Lawyers Read to Succeed Program, which connects licensed attorneys with third-grade students at a disadvantaged school in Houston's East End. In addition, Andrew remains involved with the Houston Young Lawyers Foundation Fellow and the Houston Food Bank, where he is committed to giving back to his community.

Andrew Kulha Volunteering

In the News

Check out these recent articles and blogs, authored by Andrew Kulha.
Important Estate and Tax Law Changes for 2025

Important Estate and Tax Law Changes for 2025

The IRS has unveiled crucial adjustments to tax brackets, credits, and deductions for 2025. Read more in this article.
What are Qualified Charitable Distributions (QCDs)

What are Qualified Charitable Distributions (QCDs)?

Qualified Charitable Distributions (QCDs) have become an even more powerful tool for charitably inclined investors, but how do they work?
Oregon Estate Taxes – Planning for State-Level Peculiarities

Oregon Estate Taxes – Planning for State Level Peculiarities

Director of Estate Strategy, Andrew Kulha, breaks down Oregon’s low estate tax exemption and offers tips to help you plan ahead.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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