Easing Inflation and the Market Recovery
Investors and economists have breathed a sigh of relief as new inflation data suggest that price pressures are easing.
Mike Minter
August 15, 2022
Your Interests First. Period.
“As an independent, fiduciary advisor 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 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. 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 give you greater confidence in your future.
FEE-ONLY FINANCIAL ADVISOR | HOUSTON, TX
35+ Years
in Business
Stability and breadth of experience to handle any situation
Fee-Only
Fiduciary
We put your best interests ahead of our own
$1B+ Assets Under Management
Size and scale to our clients’ benefit
Certified Financial PlannerTM Professionals
The gold standard in financial planning expertise
Total Wealth
Management
Full range of financial planning and investment services
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.
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.”
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.
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.
Your Fiduciary AdvisorsHouston, TX
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 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.
Your Fiduciary AdvisorsHouston, TX
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 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.
Let Us Simplify Your Financial LifeWe'll give you peace of mind with our total wealth management solution.
Financial
Planning
Planning your financial future is a life-long process. We’ll ensure your financial plan adapts 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.
Specialty Programs
In addition to our traditional wealth management services, we also offer two specialty programs.
The Retirement Salary®
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Our proprietary retirement income strategy.
Income that lasts a lifetime.
Pathway®
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Our financial planning and investment
program for young professionals.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning.
Week in Review: Stock Market “Inflation”
The stock market saw some real inflation this week, largely because it saw signs of disinflation in the Consumer Price Index (CPI), Producer Price Index (PPI), and Import-Export Price Index reports for July.
Mike Minter
August 12, 2022
Grant Ball Passes CIMA® Exam!
Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam!
Mike Minter
August 12, 2022
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