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Few Things in Life Are More Personal Than One’s Finances

Here’s What We Offer

Mercer Street

Personal Financial Services 

Financial Planning and Investment Advice

We offer a full suite of comprehensive financial planning services offered on an hourly basis. The planning process begins with a personalized financial plan that is tailored to your unique situation, and we do not require account minimums. A typical financial plan costs around $2,500. Alternatively, we can work with you on an ad hoc basis whereby you pay for hourly services on an as-needed basis.

Want to learn more about this service and our personalized financial plans? 

Schedule a Consultation Meeting


Mercer Street

Tax Consulting Services 

Individual and Business Tax Consulting

Tax consulting services are offered on a stand-alone basis. This service could include reviewing your tax return(s) and offering advice on strategies to potentially lower your tax bill. However, we do not offer tax compliance services such as preparing tax returns. We'd be happy to refer you to a qualified tax professional, should you desire compliance services only.

Interested in this service?

Schedule a Consultation Meeting


Mercer Street

Business Consulting Services 

CFO Services and Contract Financial Planner

Business consulting services are best suited for business owners who need help managing their business(es). We can act in an outsourced Chief Financial Officer (CFO) capacity or as an outsourced financial planner to other investment advisers. We do not provide attestation services, however, we would be happy to refer you to a licensed CPA firm that can provide compilation, review, audit or agreed-upon procedures services.

Want to learn more about our business consulting services?

Schedule a Consultation Meeting

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