ABOUT MERCER STREET COMPANY
Mercer Street is an independent, fee-only, fiduciary financial planning and investment advisory firm based in Houston, Texas. The firm was born from the personal experiences of its founder, Ryan Firth. In the course of two years, Ryan got married, welcomed a new addition to the family, bought his first home, and formed a company. Mercer Street assists individuals and families in managing their financial concerns, because we understand that life can get complicated pretty quickly. We're here to help you address the financial complexities in your life; we call it "planning for life."
Ultra-high net-worth (UHNW) individuals and families can avail themselves of financial services providers such as private wealth management firms and family offices. At Mercer Street, we believe UHNW-level financial services should be available to anyone, not just the wealthy. Thus, we aim to offer a level of service that is comparable to traditional wealth management firms, but at a fraction of the cost. We can do this because we charge fees for our services on an hourly basis, so our clients only pay for the services they need and want. This means it doesn't take a lot of money to procure objective, high-quality financial advice. Whether you have $100 million or $100 to invest, you can expect the same quality of service.
We are subject matter experts on blockchain technology such as cryptocurrencies. We believe that this is an exciting, complex space that requires guidance from someone trustworthy, like a CPA financial planner.
WHO WE WORK WITH AND HOW WE DO IT
We can work with you wherever you're at in life, but our service offerings tend to resonate with business owners, professionals, and growing families in the wealth building phase of their lives. We especially enjoy working with CFOs (Chief Family Officers). We offer life-focused financial planning, which means that we help you discover how to be more intentional about your life and personal finances. We believe that a rich life is not about how much money one has, but rather the sense of personal fulfillment derived from life's journey.
Houston is home for us, but so long as you have a device that can connect to the Internet, we are not bound by geography.
WHAT IS A CPA FINANCIAL PLANNER?
Someone who has your best interests at heart
A founding principle of the
AICPA Statement on Standards in Personal
Financial Planning Services and the CPA
Code of Professional Conduct is “always
acting in the best interest of the client,” an
exceptionally important factor in selecting
a financial planner.