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.

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Fee-Only Financial Advisor Houston, TX 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.

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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..

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Investing

Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.

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Specialty Programs

In addition to our traditional wealth management services, we also offer two specialty programs.

The Retirement Salary®

retirement-salary-preview
Our proprietary retirement income strategy. Income that lasts a lifetime.

Pathway®

Finsyn 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.

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

  • New Tax Law Impacting Charitable Giving?

    New Tax Law Impacting Charitable Giving?

    July 17, 2019

    Recently, the Wall Street Journal reported that charitable giving by individuals saw the biggest drop in nearly ten years. According to the article, donations dropped by over 3% after four straight years of increased giving.

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  • 2nd Quarter 2019 Market Review

    2nd Quarter 2019 Market Review

    July 15, 2019

    This report features world capital market performance and a timeline of events for the 2nd Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful.

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  • July 12, 2019 Weekly Market Recap

    July 12, 2019 Weekly Market Recap

    July 12, 2019

    A great week for equities. The stock market recorded its second consecutive week of gains, with the Dow (+1.5% for the week), Nasdaq (+1.0% for the week), and S&P 500 (+0.8% for the week) reaching fresh record highs.

    Read More

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Recognized as a Top Houston Financial Advisor

  • Financial Synergies Asset Management, Inc. BBB Business Review
  • Fee-Only Financial Advisor Houston, TX
  • Fee-Only Financial Advisor Houston, TX
  • Fee-Only Financial Advisor Houston, TX
    Paladin Registry 5 Stars
    This 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.
  • Fee-Only Financial Advisor Houston, TX

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