Finsyn Logo White

Your Pathway to
Building Wealth

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.

View Our
Financial Synergies
Pathway®Video

Chart your own path to financial freedom. Watch The Financial Synergies Pathway® video to learn more.

Get
Organized

Our technology enables you to view your entire financial picture in one place.

Get Personalized
Advice

Receive ongoing advice and planning from a Certified Financial PlannerTM.

Build
Wealth

We’ll design and manage an investment portfolio to achieve your long-term goals.

How Pathway® Works

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.

Personal Financial Planning

Investment Management

Your Pathway Partner

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!

Pathway® Fees

Account Balance

Under $500,000

Recurring Monthly Fee

$395 / Month

Ongoing deposits into managed account required

Account Balance

Greater Than $500,000

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.

Download Your Free Guide

Fill out the form below for instant access