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Wealth Advisors in Bellaire

Our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

4800 Bissonnet Street
Bellaire, Texas 77401

713.572.6300

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About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a wealth advisor in Bellaire that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

Our Bellaire financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social Security optimization
  • Tax-efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

Meet Your Bellaire Team

Mark Cunningham

Sr. Wealth Advisor, Director

Jenel Darland

Associate Financial Planner

Anne Arnaud

Sr. Client Service Specialist

Lenda Sandoval

Client Service Specialist

News

Mercer Advisors Acquires Mark D. Cunningham, a Sole Proprietorship, Expanding Mercer Advisors' Texas Presence

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Talk to a Bellaire Wealth Advisor