You want what’s best for your employees, and a retirement plan can be a major driver of financial success for them and your company. We share in this mission to help your employees achieve their goals, and that’s why we make a fiduciary promise to act in your best interests at all times. Engaging the help of the financial advisors at Financial Synergies means bringing simplicity, transparency, and low costs to your company retirement plan.
By teaming up with the best service providers in the industry, we can serve all your retirement plan needs, including plan administration, record keeping, enrollment, investment management and advice, and more. And if you already have a relationship with a third-party administrator (TPA), and would like to keep them, we can accommodate that as well.
When employees enroll in a 401(k) plan, they’re overwhelmed by long, unorganized lists of fund choices and investment options. We provide participants with clear, appropriately diversified, professionally managed portfolios. Most importantly, they have access to personalized advice from a fiduciary advisor.
Our financial advisors provide all the support you need to educate your employees on the value of your 401(k) plan. This includes group and individual meetings, investment guidance and more. We’ll focus on areas that will increase participation and savings levels in the plan.
As a plan sponsor, you are a fiduciary to your plan participants. This means that legally you are held to the standard of an investment professional. When you hire Financial Synergies, we take on the responsibility of serving as a fiduciary, designing investment options that are in your participants’ best interests.
As an independent, Registered Investment Advisor we provide comprehensive, unbiased investment advice. Our fees are fully-disclosed, based on a percentage of the assets in your plan, and are never paid by the funds we recommend to your participating employees. This means the funds we select for you are the ones that we genuinely believe will help your participants reach their goals. Simply put, when it comes to company retirement plans, our financial advisory services are designed to ensure you find the solutions that are right for you and your company.
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.