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Contact Me

Mercer Street Company

Think of us as your personal financial Sherpa on your life's journey.

Phone: (346) 704-4690

Visit My Website: https://www.mercerst.com/

Areas of Focus

  • Alternative Investments
  • Buying a House
  • Career
  • Caregiving for Parents
  • Choosing a Financial Advisor
  • Employee Benefits
  • Estate Planning
  • Family and Money
  • Fertility Challenges
  • Financial Life Planning
  • Giving
  • Having a Baby
  • Inherited Wealth
  • Insurance
  • International and Cross-border Planning
  • Investing
  • Owning a Business
  • Real Estate Investing
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Setting Up Retirement Accounts
  • Side Hustles
  • Socially Responsible Investing
  • Student Loans
  • Taxes
  • Travel
  • Work from Home

About Me

Hi, I'm Ryan. I started Mercer Street Company because I believe there's an under-served market out there looking for sound, objective advice from a qualified professional who isn't looking to sell a financial product or will only work with folks based on how much money they have to invest, which was my experience when I was looking for a financial advisor to help me with my personal finances. I've spent nearly two decades working as a financial consultant to businesses in various industries--a majority of that time has been in financial services. I now draw upon those professional and personal experiences to help clients address their unique personal financial concerns.

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • Fee Only Network
  • Financial Planning Association
  • Foundation for Financial Planning
  • Garrett Planning Network

Location

6750 West Loop South, Bellaire, TX

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Per Session

What to expect in the first meeting

The first meeting is a get acquainted meeting where you talk about what's on your mind and we listen to see if there's a good fit between what you're hoping to accomplish through financial planning and what we can offer to help you achieve your objectives.

Offers Investment Management

No

Offers Tax Preparation

No

About our Firm

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."

Education

M.S. in Accounting and B.S.B.A. in Finance from the University of Colorado - Boulder

Volunteer Experience

TXCPA Houston Personal Financial Planning Committee, Board of Directors TXCPA Houston, Financial Planning Association of Houston

Awards and Honors

  • Houston CPA Society's 2018 Rookie of the Year award

Badges

Languages

  • English

Hobbies and Interests

  • Baseball
  • Board Games
  • Eating Out
  • Family
  • Hiking
  • Movies
  • Music
  • Reading
  • Television
  • Traveling
  • Volunteering
  • Walking
  • Working Out

Who We Serve

  • Blended Family
  • Business Owners
  • College Graduates
  • Couples
  • Divorce
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Investors
  • Newly Engaged / Newlywed
  • Parents
  • Real Estate Investors
  • Remote Workers
  • Women Professionals
  • Young Families

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