Ryan Firth (CFP®, CPA/PFS, Master of Science Accounting, RLP)

Ryan Firth focuses in the
following client markets or areas of practice:

  • Business Owners
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

I can work with pretty much anyone who resides in the U.S. That said, my area of expertise is advanced tax planning, which means that business owners, high-income earners with high tax bills, and those with significant wealth typically realize the most value from the services I offer. I work really well with do-it-yourself investors who don't like paying asset-based fees, which is how a majority of "fee-only" advisors charge their clients. I also specialize in expat/cross-border planning and college planning.

Additional Information

Hi, I'm Ryan. I started Mercer Street Company because I believe there's an under-served market out there looking for sound, objective advice from a qualified professional who isn't looking to sell a financial product or will only work with folks based on how much money they have to invest. That was my experience when I was looking for a financial advisor to help me with my personal finances. I've spent nearly two decades working as a financial consultant to businesses in various industries, having started my professional career at international accounting firm Ernst & Young working in the NYC and London financial services offices. I now draw upon those professional and personal experiences to help clients address their unique financial concerns.

I am passionate about blockchain technology such as cryptocurrencies. I have been closely following this space since 2015, and in that short time, I have accumulated a wealth of knowledge that I enjoy sharing with clients and the general public.

NAPFA Start Date

September 19, 2022

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This Office

6750 West Loop S Ste 725 Bellaire, TX 77401-4108 Phone: (346) 704-4690