James Telfer

James began his financial planning career in 2015, helping international expatriates in Paris, France navigate the complexities of cross-border financial planning. In 2017, he relocated to Houston, Texas, and joined Mercer Advisors the following year. James is a CERTIFIED FINANCIAL PLANNER® professional, Chartered SRI Counselor, and a graduate of the University of Liverpool.

In his role as a director, James leads a team of advisors across the Northern U.S. and meets with prospective clients to determine whether Mercer Advisors is the right fit for their needs. He also specializes in providing clients with comprehensive wealth management strategies, including savings optimization, tax-efficient retirement planning, estate planning, and values-based investment portfolio design.

James is passionate about building deep personal connections with clients and collaborating with them on tailored solutions that align with their financial and life goals. He is committed to reducing the stress and uncertainty that often accompany wealth management. He leverages financial technology to deliver customized, transparent solutions. He also focuses on educating clients to help ensure they feel confident in every decision they make.

In 2022, James and his wife, an AP English teacher, relocated to Denver, Colorado, where they enjoy raising their two children. They enjoy traveling and exploring different cultures. A native of the Northumberland countryside in the UK and proud U.S. immigrant, James embraces the natural beauty of the Colorado Rockies through mountain biking, trail running, hiking, and exploring local craft breweries. He’s also an avid English Premier League fan and never misses a chance to cheer on Arsenal, even in the early morning hours.