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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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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