Ryan Firth, CPA/PFS, CFP®, CCFC, GFP Fellow, RLP®
Hourly planning that helps you address the financial complexities in your life.
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Serving Clients Nationwide
Hourly planning that helps you address the financial complexities in your life.
Areas of Focus
- Education Funding
- Financial Life Planning
- International and Cross-border Planning
- Owning a Business
- Taxes
About Ryan Firth, CPA/PFS, CFP®, CCFC, GFP Fellow, RLP®
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, which was my experience when I was looking for a financial advisor to help me with my personal finances. I started my career at Ernst & Young LLP in the Banking & Capital Markets segment of the firm's NYC Financial Services Office as an external auditor. I have worked for many years as a finance and accounting consultant to large financial institutions such as Morgan Stanley, UBS AG, Fannie Mae, and Freddie Mac, among others. I now draw upon my corporate professional and personal experiences to help clients address their unique personal financial concerns.Professional Designations
- Certified College Financial Consultant (CCFC)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
- GFP Fellow
- Personal Financial Specialist (PFS)
- Registered Life Planner (RLP)
CCFC Areas of Specialization
- Education Funding
Affiliations
- AICPA Personal Financial Planning (PFP)
- American Institute of CPAs
- CFP Board
- Fee Only Network
- Foundation for Financial Planning
- Global Financial Planning Institute
- Kinder Institute of Life Planning
- visiWealth Advisor
Primary Location
6750 West Loop South, Bellaire, TX
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Package Offers
- Per Session
What to expect in the first meeting
The first meeting is what we call a Get Acquainted Meeting (GAM). In order to schedule a GAM, you must prepay for the meeting because we believe that there is value in the advice we give and we want you to be invested in the meeting--your time is valuable. In advance of the meeting, you can complete an online questionnaire so we have a good idea of your financial picture before we meet. During the meeting, you can ask us anything that's on your mind (no holds barred) and we'll give you objective advice and suggestions to address your financial concerns. Please reach out to us if you'd like to schedule a GAM. If you're not ready to commit to a GAM, you can schedule a complimentary Fit Meeting where you tell us what's on your mind and we listen to see if there's a good fit between what you're hoping to accomplish through financial planning and what we can offer to help you achieve your objectives. Simply visit our website or use the scheduling link if you'd like to set up a Fit Meeting.About Mercer Street Financial
We are hourly financial planners based in Houston, Texas. We offer integrated financial planning services designed specifically for successful business owners, international professionals, and college-bound families with US$2 million or more of investable assets or US$200,000 or more in annual household income.Education
M.S. in Accounting and B.S.B.A. in Finance from the University of Colorado - Boulder
Volunteer Experience
TXCPA Houston Personal Financial Planning Committee, TXCPA Houston
Languages
- English
Hobbies and Interests
- Baseball
- Board Games
- Eating Out
- Family
- Hiking
- Movies
- Music
- Pickleball
- Reading
- Television
- Tennis
- Traveling
- Volunteering
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Blended Family
- Business Owners
- College Graduates
- Couples
- Crypto Investors
- Divorce
- Dual Income Family
- Expats
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Investors
- Newly Engaged / Newlywed
- Parents
- Real Estate Investors
- Remote Workers
- Women Professionals
- Young Families
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