Fee-Only Financial Advisor
Houston, TX

“As an independent, fiduciary advisor we have the freedom to develop your financial plan and investment strategy without conflicts of interest.”

Financial Synergies Asset Management is a fee-only Financial Advisor in Houston, TX. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses.

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Fee-Only Financial Advisor Houston, TX Is Financial Synergies Right for You?     Find Out Here

Total Wealth
Management

“We don’t just manage money. We integrate all aspects of your financial life, enabling us to advise on your whole picture.”

We understand that financial management extends far beyond just handling your assets, and we’re with you every step of the way. You deserve a financial advisor who understands your goals, to ensure you’ll receive prudent, well-rounded advice.

We take a holistic approach, and combine financial planning and investment management to provide Total Wealth Management for our clients.

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Planning

From budgeting to advanced retirement projections, and everything in-between, we’ll collaborate in creating a financial plan that evolves with your ever-changing needs..

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Investing

Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.

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Specialty Programs

In addition to our traditional wealth management services, we also offer two specialty programs.

The Retirement Salary®

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Our proprietary retirement income strategy. Income that lasts a lifetime.

Pathway®

Finsyn Pathway
Our financial planning and investment program for young professionals.

Your Fiduciary Advisors

We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.

This fiduciary duty is an important distinction. As much as advisors claim to be client-centric, most are simply not.

We work on a fee-only basis and do not sell commission-based products. This frees us from conflicts of interest when making recommendations to clients.

Let Us Simplify Your Financial Life

Financial Planning
Planning your financial future is a life-long process. We’ll be with you as your life evolves.

Evidence-Based Investing
We build investment portfolios based on the science of the financial markets. Decades of research guide our strategy.

Ongoing Management
Rest easy knowing we’ll keep you on track by managing your investments and monitoring your financial plan.

Unlimited Support
We’ll meet with you regularly in-person, by phone, email, or whatever is most convenient. Your advisor is here to help.

Recent Articles and News

  • October 20, 2017 Weekly Market Recap

    October 20, 2017 Weekly Market Recap

    October 20, 2017

    I feel like a broken record, but the stock market advanced once again this week, notching a new record high in all five sessions, as investors digested another batch of third quarter earnings.

    Read More

  • 3rd Quarter 2017 Market Review

    3rd Quarter 2017 Market Review

    This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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  • Q3 2017 Newsletter

    Q3 2017 Newsletter

    October 17, 2017

    We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more!

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Recognized as a Top Houston Financial Advisor

  • Financial Synergies Asset Management, Inc. BBB Business Review
  • Fee-Only Financial Advisor Houston, TX
  • Fee-Only Financial Advisor Houston, TX
  • Fee-Only Financial Advisor Houston, TX
    Paladin Registry 5 Stars
    This financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services Learn More.
  • Fee-Only Financial Advisor Houston, TX