How The Outlook For Bonds Differs In 2023
The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios.
“As independent, fiduciary financial advisors we have the freedom to develop your financial plan and investment strategy without conflicts of interest. We are not here to sell you products.”
Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm in Houston, TX. We specialize in total wealth management services, including comprehensive financial planning and investment management.
For more than thirty-five years our financial advisors have been serving the financial needs of individuals, families, and businesses in the Houston, Texas area and around the country. Our primary goal is to Simplify Your Financial Life. Together, we’ll construct a financial game plan and investment strategy to meet your goals and manage your wealth, giving you greater confidence in your future.
Stability and breadth of experience to handle any situation
We put your best interests ahead of our own
Size and scale to our clients’ benefit
The gold standard in financial planning expertise
Full range of financial planning and investment services
Find out if we’re a good match for your 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.
“At Financial Synergies Wealth Advisors, we go beyond just managing your investments, we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise on your whole picture.”
Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.
Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.
We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary financial 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 financial 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 financial planning and investment portfolio recommendations to clients.
We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary financial 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 financial 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 financial planning and investment portfolio recommendations to clients.
Planning your financial future is a life-long process. We’ll ensure your financial plan adapts as your life evolves.
We build investment portfolios based on the science of the financial markets. Decades of research guide our strategy.
Rest easy knowing we’ll keep you on track by managing your investments and monitoring your financial plan.
We’ll meet with you regularly in-person, by phone, email, or whatever is most convenient. Your advisor is here to help.
In addition to our traditional wealth management, financial planning, and investment management services, we also offer two specialty programs.
Our proprietary retirement income strategy.
Income that lasts a lifetime.
Our financial planning and investment
program for young professionals.
Weekly insights on the markets, economy, and financial planning.
The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios.
The 2023 broad market rally hit an air pocket this week, but the Nasdaq still reigns supreme this year as tech names outperform.
It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process.
Are we right for you?
Find out if we’re a good match for your 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.