Mercer Street Personal Financial Services
6750 West Loop S, Suite 725
Bellaire, TX 77401
United States
Phone: (346) 704-4690
Email: ryan@mercerst.com
Website: https://www.mercerst.com/
Training: Active Registered Life Planner® more info
Specialties
Tax, Estate, and Education planning; International and Cross-border financial planning; Planning for owners of Closely Held Businesses; Alternative Investments such as Cryptoassets and Private Real Estate
About My Practice
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."
About Ryan Firth
Prior to founding Mercer Street Company in 2018, I worked for 17 years as an external auditor and accounting consultant at various companies. I started my career at Ernst & Young. I enjoy helping people more than big companies, and I've always had a passion for personal finance, so I lit the torch and made a vocation out of it.
Ideal Clients
Expat professionals, growing families, and business owners. Clients who want their money to work for them.
Qualifications
Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Certified College Financial Consultant, Global Financial Planner (USA)
Compensation
Fee-only and advice-only. Hourly fee for service.
Industry Start Date
2018