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.
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.
“We don’t just manage money. We integrate all aspects of your financial life, enabling us to advise on your whole picture.”
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.
Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals.
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.
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 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 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 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.
June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
Investors expecting FAANG stocks to continue the extraordinary performance of recent years have undoubtedly been disappointed by their returns in 2022.
Friday’s session put a punctuation point on a comeback week for the stock market. It was a short week, but it was long on big gains for the major indices.
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.
