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Financial Advisors in Houston, Texas

Located in the Galleria area, our Houston office brings together CERTIFIED FINANCIAL PLANNERS™, 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.

 

Solutions to Help Maximize Your Wealth

We 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 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

Jeff Kacal

Client Advisor

Chris Graf

Regional Vice President

Greg Alger

Unique Asset Manager

Peter Ip

Client Advisor

Drew Kanaly

Client Advisor

Laura Rowley

Client Advisor

Susan Travis

Client Advisor and Regional Director

Gary Williams

Client Advisor

Rodney James

Client Advisor

Heather Jenkins Capps

Associate Advisor

Bobby Arenivas

Associate Advisor

Sandra Mitchell

Client Associate

Laura Thompson

Senior Regional Sales Associate

Glen Minton

Regional Vice President

William McNutt

Financial Planner

Danielle Frazier

Senior Client Associate

Andrew Crim

Associate Planner

Catherine Franklin

Senior Client Associate

James Telfer

Client Associate

Carlos Hernandez

Financial Planner

Rebekah Burns

Financial Planner

Stephanie Fernandes

Financial Planner

Frederick M. Hanish

David H. Levy

Client Advisor

Daniel Lime

Client Associate

William Flanders

Client Associate

Robert Borden

Financial Planner

Brenda Garcia

Client Associate

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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