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Mercer Advisors Named Top Financial Advisory Firm in Houston, Texas

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

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

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