Independent | Fee-Only | Fiduciary 

Financial Planning and Investment Advice

At Mercer Street, we believe ultra-high-net-worth financial planning 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 do this by charging fees for our services on an hourly basis, so you only pay for the services you want and need. 

This means it doesn’t take a lot of money to receive objective, high-quality financial advice. Whether you have $100 million or $100 to invest, you can expect the same quality of service.

Who We Work With & How We Do It

We can work with you wherever you're at in life, but our service offerings tend to resonate with:

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.

Our Services

Learn More

Why Work With 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 to “always act in the best interest of the client,” an exceptionally important factor in selecting a financial planner.

Additionally, 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.

Have Additional Questions?

Check Out Our FAQs