Pathway® is a financial goals-based financial planning and investment program designed for people in the early stages of building wealth. Developed and overseen by the experienced Certified Financial Planner™ professionals at Financial Synergies Wealth Advisors, Pathway® creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth. This financial planning program is ideal for clients who don’t have a need for our total wealth management services at this stage in life, but want to start investing today.
Chart your own path to financial freedom. Watch The Financial Synergies Pathway® video to learn more.
Our technology enables you to view your entire financial picture in one place.
Receive ongoing advice and planning from a Certified Financial PlannerTM.
We’ll design and manage an investment portfolio to achieve your long-term goals.
The Pathway® financial planning program includes investment management, financial planning, and consultation. We analyze your financial situation and risk tolerance to construct a practical investment plan that will help you reach your goals.
We’ll keep you on track to ensure the achievement of your financial goals.
Combining commission-free, low cost ETFs with our disciplined rebalancing strategy, Pathway® provides a sophisticated investment portfolio durable enough to endure any market cycle. Upon implementation of the allocation we handle all aspects of portfolio management, including monitoring, rebalancing, tax-loss harvesting, and investment analysis.
Our financial advisors will meet with you regularly in person, by phone, or online to review your portfolio and financial plan. Pathway® helps you organize and simplify your financial life. Our experts are here to ensure your long-term goals are achieved.
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA), and we are held to a fiduciary standard. We put your interests ahead of ours, and work on a fee-only basis. We are not here to sell you products – and that means having full peace of mind in a financial planning program that is designed with your needs in mind. Get in touch with our Houston wealth advisors today to learn more!
Recurring Monthly Fee
$395 / Month
Ongoing deposits into managed account required
Asset-Based Fee
Up to $1,000,000: 0.95%
Above $1,000,000: 0.75%
*For accounts greater than $500,000 you only pay the asset-based fee. You do not pay the $395 / month.
**All investment management and financial planning services are included. No additional fees apply.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. 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 in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. 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 in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.