Top Wealth Manager Ranking 2017

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.

  • Largest Houston-Area Wealth Managers: We came in at number 16. This recognition considers that we make it a business to understand the goals, needs, and totality of our clients’ financial lives (not just the assets we manage for them).

We are honored to have been recognized by the Houston Business Journal, and, as always, we appreciate your continued trust and confidence.

-Financial Synergies Team

Financial Synergies

Financial Synergies

Financial Synergies Asset Management is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.