Fee-Only Financial Advisor
“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.
“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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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
Planning your financial future is a life-long process. We’ll be with you as your life evolves.
We build investment portfolios based on the science of the financial markets. Decades of research guide our strategy.
Rest easy knowing we’ll keep you on track by managing your investments and monitoring your financial plan.
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
February 23, 2018
Equities advanced this week thanks to a last-minute rally on Friday that reclaimed losses registered on Tuesday and Wednesday. The S&P 500 and the Dow Jones added around 0.5% apiece, while the tech-heavy Nasdaq outperformed, jumping 1.4%.
February 16, 2018
The equity market bounced back this week, reclaiming about half of the losses it registered over the previous two weeks. The tech-heavy Nasdaq climbed 5.3% as technology shares outperformed, while the S&P 500 and the Dow Jones added 4.3% apiece.
February 14, 2018
Last week, on February 8th, the market experienced a technical “correction.” A correction is defined simply as a decline of 10% or more from the most recent high. We’ve since recovered a significant chunk of that reversal, thanks to a few good days of large gains.
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Recognized as a Top Houston Financial Advisor
- Paladin Registry 5 StarsThis 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.