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
-
3rd Quarter 2018 Market Review
October 15, 2018
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
-
Recent Volatility and Weekly Recap
October 12, 2018
Well, there’s no getting around it – this was an ugly week on Wall Street. After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.
-
Medicare Open Enrollment – Coming Soon!
October 8, 2018
We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage.
Subscribe to Our Blog!
We’ll send you weekly commentary on investing,
financial planning, and the markets
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.
