Fee-Only Financial Advisor
“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.
“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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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
Planning your financial future is a life-long process. We’ll be with you 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.
Recent Articles and News
September 21, 2018
Wall Street rallied this week with investors shrugging off another tranche of U.S. tariffs on Chinese goods. The S&P 500 and the Dow touched new records – the first time that’s happened for the Dow since January 26 – and finished the week with respective gains of 0.8% and 2.3%. The Nasdaq lagged, slipping 0.3%.
September 17, 2018
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
September 14, 2018
Wall Street returned to its winning ways this week, powering through trade-related headlines and Hurricane Florence, one of the strongest storms to hit the Carolinas in decades. The S&P 500 advanced 1.2%, the tech-heavy Nasdaq rose 1.4%, and the blue-chip Dow Jones climbed 0.9%.
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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.