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Mercer Street Company Ryan Firth Bellaire, Texas

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

Areas of Focus

  • Alternative Investments
  • Family and Money
  • Financial Life Planning
  • International and Cross-border Planning
  • Owning a Business

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 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
  • Foundation for Financial Planning
  • Garrett Planning Network
  • Global Financial Planning Institute

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 what we call a Get Acquainted Meeting (GAM). In order to schedule a GAM, you must prepay for the meeting because we believe that there is value in the advice we give and we want you to be invested in the meeting--your time is valuable. In advance of the meeting, you can complete an online questionnaire so we have a good idea of your financial picture before we meet. During the meeting, you can ask us anything that's on your mind (no holds barred) and we'll give you objective advice and suggestions to address your financial concerns. If you're not ready to commit to a GAM, you can schedule a complimentary Fit Meeting where you tell us 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. Simply reach out to us if you'd like to schedule a Fit Meeting.

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

Awards and Honors

  • TXCPA Houston 2020-21 Significant Contribution by a Member in Industry
  • Houston CPA Society's 2017-18 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
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • Newly Engaged / Newlywed
  • Parents
  • Real Estate Investors
  • Remote Workers
  • Women Professionals
  • Young Families