Financial Advisors in Houston, Texas

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:

 

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.