Going Global is Essential

In the past two decades, there has been a decline in the number of US-listed, publicly traded companies. A case in point: How many stocks make up the Wilshire 5000 Total Market Index? Read More

Is Your Retirement Planning Matching Up?


It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement. Read More

March 17, 2017 Weekly Market Recap

After snapping a streak of six consecutive weekly gains, the stock market returned to its winning ways. The S&P 500 added 0.2% for the week, but did not overtake its record high from the start of March. Read More

Top Wealth Manager Ranking 2017

The Houston Business Journal has ranked Financial Synergies as a top wealth manager and money management firm in Houston for three consecutive years. Read More

March 10, 2017 Weekly Market Recap

After posting six consecutive weekly gains, the stock market saw its third weekly decline of 2017. However, just like the other two weekly down-ticks, this week’s retreat was minor. The S&P 500 shed 0.4%, narrowing its first quarter gain to 6.0%. Read More

Financial Synergies Team Video

As a client of Financial Synergies, we know you’re aware of who we are and what we do. If there are people in your life who may benefit from our services, and we’ve never been introduced, please feel free to share our company video with them.

We thank you for your continued trust and confidence in our firm.


View the Financial Synergies Team Video below:

March 3, 2017 Weekly Market Recap

The stock market continued its relentless push higher, which resulted in the sixth consecutive weekly advance for the S&P 500 and Dow Jones Industrial Average, cruising past 21,000. The benchmark index gained 0.7% for the week, extending its first quarter advance to 6.4%. Read More

Financial Synergies Welcomes Kevin Nelson

Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team. Read More

Feb 24, 2017 Weekly Market Recap

Well, the stock market appeared to be in jeopardy of recording its first down week in a month, but a recovery on Friday afternoon helped the S&P 500 add 0.7% for the week, extending its first quarter gain to 5.7%. Read More

Introducing ShareFile

We’re pleased to announce that we’ve found a more secure method of sending and receiving important documents and sensitive information with you. Read More

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