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Financial Advisors in Houston, Texas

Located in the Galleria area, our Houston office brings together CERTIFIED FINANCIAL PLANNERS™, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

5555 San Felipe Street
Suite 200
Houston, Texas 77056

800.825.5152
Hours: 8 AM – 5 PM, Monday – Friday

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About Us

Mercer Advisors has more than 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 financial advisor in Houston that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

Our Houston 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

 

Meeting the Financial Needs of the Houston Community

Our office serves clients who live and work in Houston and the surrounding areas. From individuals and families, to small business owners and those in the medical and dental fields, the diverse nature of our client base means we have the expertise to manage complex financial issues. This includes equity compensation and highly concentrated positions, as well as tax planning for executives. Our team takes great pride in helping to ensure our clients are always on track to achieve Economic Freedom.

Meet Your Houston Team

Susan Travis

Client Advisor and Regional Director

Glen Minton

Regional Vice President

Laura Thompson

Senior Regional Sales Associate

Greg Alger

Unique Asset Manager

Drew Kanaly

Sr. Wealth Advisor

Jeff Kacal

Sr. Wealth Advisor

Peter Ip

Sr. Wealth Advisor

Gary Williams

Sr. Wealth Advisor

Laura Rowley

Sr. Wealth Advisor

David H. Levy

Client Advisor

Heather Jenkins Capps

Associate Wealth Advisor

Bobby Arenivas

Associate Advisor

Carlos Hernandez

Associate Wealth Advisor

William McNutt

Financial Planner

Rebekah Burns

Financial Planner

Stephanie Fernandes

Financial Planner

Robert Borden

Financial Planner

Andrew Crim

Associate Planner

Danielle Frazier

Sr. Client Service Specialist

Catherine Franklin

Sr. Client Service Specialist

Sandra Mitchell

Client Service Specialist

James Telfer

Client Associate

Daniel Lime

Client Associate

William Flanders

Client Service Specialist

Brenda Garcia

Client Service Specialist

Amy Ruffing

Client Service Specialist

Charlene Jones

Client Service Specialist

Frederick M. Hanish

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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3 Keys to Retirement Readiness

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Mercer Advisors Acquires Republic Wealth Advisors, LLC

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