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Mercer Advisors - Houston Owner verified
5555 San Felipe Street Suite 200 Houston, TX, 77056Last time updated: 10/2/25, 8:43 AM
About
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.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Houston founded?
Mercer Advisors - Houston was founded in 1985.
Which days is Mercer Advisors - Houston open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Houston specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Houston main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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