Financial Synergies 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. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Being an independent firm allows us to serve as your ally. Unlike “fee-based” or “commission-based” firms, Financial Synergies is “FEE-ONLY.” We are only paid by you. We never receive commissions or compensation from product providers, providing reassurance that you’re getting unbiased advice.
As a fiduciary, we are legally responsible for acting solely in your best interest. Our team never sells products or receives commissions, so you only receive our best advice, free from the conflicts of interest that are so prevalent in the financial industry.
We are a highly specialized financial advisory firm offering customized services and a high-touch relationship. We provide the resources and expertise of a large firm, without sacrificing client service and communication.
We look at your whole picture. We don’t just manage money. We combine comprehensive financial planning and investing to create a total wealth management experience. You can rest easy knowing we’ve got you covered.
Our relationships are long-term and collaborative in nature. You can depend on us to deliver objective advice and guidance throughout your life. Rather than only hearing from us at opportune times, we’ll deliver ongoing, proactive discussions about your goals and progress.
Financial Advisors | Houston, TX
We hope you enjoy taking a quick tour of our office and meeting the people who will be taking care of you, and your finances. We have a great staff of very knowledgeable professionals ready to go above and beyond for you.
We try to keep it loose around here. You’ll find we have a relaxed, non-intimidating atmosphere that will put you at ease. Just because we work in financial services doesn’t mean we can’t have a little fun!