At Mercer Street, we believe ultra-high-net-worth financial planning services should be available to anyone, not just the wealthy. Thus, we aim to offer a level of service that is comparable to traditional wealth management firms but at a fraction of the cost. We do this by charging fees for our services on an hourly basis, so you only pay for the services you want and need.
This means it doesn't take a lot of money to receive objective, high-quality financial advice. Whether you have $100 million or $100 to invest, you can expect the same quality of service. We offer life-focused financial planning, which means that we help you discover how to be more intentional about your life and personal finances.
This means it doesn't take a lot of money to receive objective, high-quality financial advice. Whether you have $100 million or $100 to invest, you can expect the same quality of service. We offer life-focused financial planning, which means that we help you discover how to be more intentional about your life and personal finances.
Services
Born from the personal experiences of our founder, Ryan Firth, Mercer Street applies direct knowledge and expertise to the needs of those with whom we work. In the course of two years, Ryan got married, welcomed a new addition to the family, bought his first home and formed a company. He's encountered the intricacies of personal finances firsthand and can assist you with simplifying yours.
We offer a full suite of comprehensive financial planning services offered on an hourly basis. The planning process begins with a personalized financial plan that is tailored to your unique situation, and we do not require account minimums. A typical financial plan costs around $2,500. Alternatively, we can work with you on an ad hoc basis whereby you pay for hourly services on an as-needed basis.
We can work with you wherever you are in life, but we find that our services tend to appeal to international professionals, business owners and growing families.
We'd love to work with you if you want help making the most out of your financial life; whether that's help with making smarter moves related to your personal finances, or crafting and putting into action a financial plan that frees up your time so that you can focus on doing the things in life that you are passionate about.We have the expertise and experience to help you get there; we call it "planning for life."
We'd love to work with you if you want help making the most out of your financial life; whether that's help with making smarter moves related to your personal finances, or crafting and putting into action a financial plan that frees up your time so that you can focus on doing the things in life that you are passionate about.We have the expertise and experience to help you get there; we call it "planning for life."
Reviews (1)
Mary F.
Sep 06, 2020
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For the past few years, I have relied on Mercer Streets’ expertise for sound financial planning and exceptional investment advice. After analyzing my expenditures, I was advised on successful methods to minimize expenses and maximize my income by refinancing debt and better opportunities for investments, which have increased my personal wealth. I have made substantial improvements to my retirement funds from their suggestions as well as their advice on ways to minimize my taxes.
