Fee-Only Financial Advisor
Houston, TX
“As an independent, fiduciary advisor we have the freedom to develop your financial plan and investment strategy without conflicts of interest.”
Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. 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.
Is Financial Synergies Right for You? Find Out Here
Total Wealth
Management
“We don’t just manage money. We integrate all aspects of your financial life, enabling us to advise on your whole picture.”
We understand that financial management extends far beyond just handling your assets, and we’re with you every step of the way. You deserve a financial advisor who understands your goals, to ensure you’ll receive prudent, well-rounded advice.
We take a holistic approach, and combine financial planning and investment management to provide Total Wealth Management for our clients.
Click on a service offering to learn more
Planning
From budgeting to advanced retirement projections, and everything in-between, we’ll collaborate in creating a financial plan that evolves with your ever-changing needs..
Investing
Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.
Specialty Programs
In addition to our traditional wealth management services, we also offer two specialty programs.
The Retirement Salary®
Our proprietary retirement income strategy. Income that lasts a lifetime.
Pathway®
Our financial planning and investment program for young professionals.
Your Fiduciary Advisors
We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.
This fiduciary duty is an important distinction. As much as advisors claim to be client-centric, most are simply not.
We work on a fee-only basis and do not sell commission-based products. This frees us from conflicts of interest when making recommendations to clients.
Financial Advisor Houston
Let Us Simplify Your Financial Life
Financial Planning
Planning your financial future is a life-long process. We’ll be with you as your life evolves.
Evidence-Based Investing
We build investment portfolios based on the science of the financial markets. Decades of research guide our strategy.
Ongoing Management
Rest easy knowing we’ll keep you on track by managing your investments and monitoring your financial plan.
Unlimited Support
We’ll meet with you regularly in-person, by phone, email, or whatever is most convenient. Your advisor is here to help.
Recent Articles and News
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The R Word
October 14, 2019
I want to get this out right off the bat – recessions are a part of the business cycle, thus part of every investor’s investing life. They occur every 4-10 years, so we must expect them. Some clients and financial pundits feel that we are on the precipice of a new recession.
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October 11, 2019 Weekly Market Recap
October 11, 2019
The stock market endured a volatile start to the week, but a strong second half helped the major averages secure gains. The S&P 500 rose 0.6% while the Nasdaq Composite outperformed, gaining 0.9% since last Friday.
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The Power of Compound Interest
October 9, 2019
Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.”
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Recognized as a Top Houston Financial Advisor
Paladin Registry 5 StarsThis financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services Learn More.
