Mercer Street

Welcome to Mercer Street Financial, where we believe that financial planning services should be accessible to everyone, regardless of their net worth. Our founder, Ryan Firth, has personal experience with the complexities of personal finances, and we're here to help you navigate these waters with our expert advice. We offer a level of service that is comparable to traditional wealth management firms and family offices but at a fraction of the cost. Our hourly fee starts at $450, ensuring that you only pay for the services you need and want.

Who We Work With & How We Do It

We can work with you wherever you're at in life, but our service offerings tend to resonate with business owners, professionals with international lives, and college-bound families. We offer life-focused financial planning, which means we help you discover how to be more intentional about your life and personal finances. We believe that a rich life is not about how much money you have, but about the sense of personal fulfillment you derive from life's journey. Based in Houston, Texas, we're not bound by geography, so as long as you have a device that can connect to the internet, we can work with you.

Our Services

We provide a range of services designed to help you achieve your financial goals. These include personal financial services, financial planning and investment advice, tax consulting, individual and business tax consulting, business consulting services, outsourced CFO and contract financial planner, and cryptocurrency advisor services. Our team is dedicated to offering you high-quality, personalized advice that is tailored to your unique needs and circumstances.

Why Work With a CPA Financial Planner?

A CPA financial planner is someone who has your best interests at heart. The AICPA Statement on Standards in Personal Financial Planning Services and the CPA Code of Professional Conduct emphasizes the importance of always acting in the best interest of the client. Additionally, we are subject matter experts on blockchain technology, including cryptocurrencies, and we believe that this complex and exciting space requires guidance from someone you can trust, like a CPA financial planner.