Simplify Your Financial Life
By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams.
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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.
FEE-ONLY FINANCIAL ADVISOR | HOUSTON, TX
- 35+ Years in Business
- Fee-Only Fiduciary
- Over $1 Billion in Managed Client Assets
- Certified Financial PlannerTM Professionals
- Total Wealth Management
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.
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.
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 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®
Our proprietary retirement income strategy.
Income that lasts a lifetime.
PATHWAY®
Our financial planning and investment
program for young professionals.
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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.