Mercer Street Personal Financial Services

Mercer Street offers personal financial planning services on an hourly basis to individuals, families, trusts and estates, as well as business and tax consulting services. 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 and family offices 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.