Rather than separate financial planning and wealth management services, Mercer Advisors believes that true wealth management starts with financial planning. Their integrated approach includes having a financial planner on your advisory team.

Their holistic approach to wealth management is divided into five categories, which include:

Investment Management—Investment review, portfolio design, and implementation, risk management, alternative investments
Tax Planning—Your Houston financial advisor works with an in-house team of CPAs to create proactive tax strategies
Financial Planning— Goal setting, asset, and liability assessment, cash flow and spending, debt elimination, retirement planning, risk management
Estate Planning—Tax-efficient distribution planning, intergenerational wealth education, charitable and philanthropic goals
Corporate Family Trustee—Provides solutions for clients requiring the services of a professional fiduciary