Welcome to Mercer Advisors in Greater Houston

Experienced Financial Advisors in Houston

Mercer Advisors is proud to call the Greater Houston area home.

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.

Susan Travis
Susan Travis Signature
Susan Travis, CFP®, AEP®, CTFA Managing Director
Greater Houston
David H. Levy
David H. Levy Signature
David H. Levy, MBA, CFP®, AEP® Sr. Wealth Advisor, Director
Greater Houston
Ready to get in touch? My team and I are here to help.
Glen Minton
Glen Minton, CFP® Sr. Vice President
Greater Houston

Our Greater Houston Office Locations

Greater Houston Offices Fast Facts & Specialties

  • Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
  • Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
  • Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.

Meet Our Talented Advisors

Our team is deeply embedded in the Greater Houston community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Sr. Vice President, Greater Houston