Mercer Advisors has been helping multigenerational, high-net-worth families with their financial planning needs in the Greater Houston area for almost 50 years. Our team of advisors include CFP® Professionals and Enrolled Agents that have specialized planning knowledge in the areas of trust administration, estate, divorce, tax, and special needs.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Meet the Greater Houston Team
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Greater Houston Offices Fast Facts & Specialties
- Extensive trust and estate planning experience: Mercer Advisors’ trust services department started in Houston, and many of our advisors are Accredited Estate Planners and Certified Trust and Fiduciary Advisors.
- Locations around Houston: We meet with clients across the Greater Houston area including offices in The Woodlands, League City, and Sugar Land.
- Decades of experience in a city with oil and gas ties: We have intimate knowledge of the industry, from entrepreneurial operations to Fortune 500 companies.
Financial Solutions We Offer in Greater Houston
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Greater Houston clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Greater Houston residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Greater Houston families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Greater Houston residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Greater Houston residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Greater Houston.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Houston community and specializes in areas relevant to local residents.
At Mercer Advisors, I focus on serving my clients, learning who and what is important to them, and helping them reach their goals. Solving for the ‘why’ is the best, most important, and most fulfilling part of my job.
I take pride in helping families ensure they achieve their financial goals and secure their legacies. It brings me immense satisfaction to craft strategies that not only preserve wealth but help empower families to make meaningful impacts.
The specialized subject matter expertise of our team enables us to deliver a true family office solution where we work collaboratively as a unified team for your family’s benefit.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Books Between Kids
Books Between Kids is a non-profit organization serving Houston’s at-risk children by providing them with books to build their own home libraries. We support their mission through volunteering.
Kids Meals
Kids’ Meals’ mission is to end childhood hunger in Houston by delivering free, healthy meals year-round. We support their work through volunteering.
Houston Livestock Show & Rodeo Cookoff
Mercer Advisors served as a sponsor for the Houston Livestock Show and Rodeo World’s Championship Bar-B-Que Contest. The event brings together more than 250 teams, kicking off the Houston Livestock Show and Rodeo—one of the most celebrated community traditions in Texas. Supporting events like this reflects our commitment to strengthening the communities we serve, fostering connection, and celebrating the people and traditions that make them thrive.
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