Mercer Street Personal Financial Services
6750 West Loop S, Suite 725
Bellaire, TX 77401
Phone: (346) 704-4690
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Tax, Estate, and Education planning; International and Cross-border financial planning; Planning for owners of Closely Held Businesses; Alternative Investments such as Cryptoassets and Private Real Estate
About My Practice
Mercer Street is an independent, fee-only, fiduciary financial planning and investment advisory firm based in Houston, Texas. The firm was born from the personal experiences of its founder, Ryan Firth. In the course of two years, Ryan got married, welcomed a new addition to the family, bought his first home, and formed a company. Mercer Street assists individuals and families in managing their financial concerns, because we understand that life can get complicated pretty quickly. We're here to help you address the financial complexities in your life; we call it "planning for life."
About Ryan Firth
Prior to founding Mercer Street Company in 2018, I worked for 17 years as an external auditor and accounting consultant at various companies. I started my career at Ernst & Young. I enjoy helping people more than big companies, and I've always had a passion for personal finance, so I lit the torch and made a vocation out of it.
Expat professionals, growing families, and business owners. Clients who want their money to work for them.
Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Certified College Financial Consultant, Global Financial Planner (USA)
Fee-only and advice-only. Hourly fee for service.
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