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Simplify Your
Financial Life

Financial Planning | Investing | Total Wealth Management

By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams.

Total Wealth Management With Your Interests First. Always.

“As independent, fiduciary financial advisors we have the freedom to develop your financial plan and investment strategy without conflicts of interest. We are not here to sell you products.”

35+ Years

Stability and breadth of experience to handle any situation

Fiduciary

We put your best interests ahead of our own

$1B+ AUM

Size and scale to our clients’ benefit

CFP®

The gold standard in financial planning expertise

Holistic

Full range of wealth management services

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm in Houston, TX. We specialize in total wealth management services, including comprehensive financial planning and investment management.

For more than thirty-five years our Houston financial advisors have been serving the financial needs of individuals, families, and businesses in our area and around the country. 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 manage your wealth, giving you greater confidence in your future.

FEE-ONLY FINANCIAL ADVISOR | HOUSTON, TX

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Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We make it easy to speak with our wealth advisors – meet by phone, in-person, or online.

Total Wealth Management

At Financial Synergies Wealth Advisors, our financial advisors go beyond just managing your investments – we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise on your whole picture.

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Financial Planning
Investment Management
Tax Strategies
Risk Management
Estate Planning
Total Wealth Management

Download Your Free Guide Today

We’ve developed these financial planning and investing guides to help in your pursuit of a successful financial future.

5 Step Retirement Income Plan

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10 Principles of Successful Investing

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5 Benefits of Hiring a Fiduciary Financial Advisor

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Your Fiduciary
Financial Advisors

We’re a team of Certified Financial Planner™ professionals delivering objective financial advice and total wealth management. As fiduciary financial 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.

Simplify Your Financial Life

We’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, financial planning, and investment management services, we also offer two specialty programs designed to help you enjoy a financial plan that puts your unique needs front and center.

The Retirement Salary®

Our proprietary retirement income strategy.
Income that lasts a lifetime.

Pathway®

Our financial planning and investment
program for young professionals.

The Blog

Weekly insights on the markets, economy, and financial planning.

Most Stocks Are Bad Investments
Mike Minter

Most Stocks Are Bad Investments

This might sound a little strange coming from someone who invests other people’s money in the stock market, but it’s true – Most Stocks Are Bad Investments.

Read More »
Why Does The Fed Even Matter?
Mike Minter

Why Does The Fed Even Matter?

The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.

Read More »

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Recognized as a Top
Houston Financial Advisor

Are we right for you?

Find out if we’re a good match for your financial planning and investment management 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.

Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, TX 77027

Financial Synergies Wealth Advisors

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.

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