Mercer Advisors has been helping multigenerational, high-net-worth families with their financial planning needs in the Greater Houston area for almost 50 years. Our team of advisors include CFP® Professionals and Enrolled Agents that have specialized planning knowledge in the areas of trust administration, estate, divorce, tax, and special needs.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Greater Houston
Greater Houston Offices Fast Facts & Specialties
- Extensive trust and estate planning experience: Mercer Advisors’ trust services department started in Houston, and many of our advisors are Accredited Estate Planners and Certified Trust and Fiduciary Advisors.
- Locations around Houston: We meet with clients across the Greater Houston area including offices in The Woodlands, League City, and Sugar Land.
- Decades of experience in a city with oil and gas ties: We have intimate knowledge of the industry, from entrepreneurial operations to Fortune 500 companies.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Greater Houston community and specializes in areas relevant to local residents.
At Mercer Advisors, I focus on serving my clients, learning who and what is important to them, and helping them reach their goals. Solving for the ‘why’ is the best, most important, and most fulfilling part of my job.
I take pride in helping families ensure they achieve their financial goals and secure their legacies. It brings me immense satisfaction to craft strategies that not only preserve wealth but help empower families to make meaningful impacts.
The specialized subject matter expertise of our team enables us to deliver a true family office solution where we work collaboratively as a unified team for your family’s benefit.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Kids Meals
Kids’ Meals’ mission is to end childhood hunger in Houston by delivering free, healthy meals year-round. We support their work through volunteering.
Books Between Kids
Books Between Kids is a non-profit organization serving Houston’s at-risk children by providing them with books to build their own home libraries. We support their mission through volunteering.
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