About Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

Welcome Our Newest Team Members

Please welcome our newest team members, Tim Garcia-Prats and Adam Lawrence. We are excited to have these talented professionals join the Financial Synergies family. Continue reading

How to Invest in Your Health in 2022

Healthcare is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the financial tools that may help. Continue reading

A Warm Welcome to our New Team Members

Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We’re thrilled to have these experienced professionals join the Financial Synergies family. Continue reading

We Are Thankful For You (Our Clients)

To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving! Continue reading

How to Financially Plan for a Wedding

As an incoming 2022 bride, I figured “COVID Brides” would have been a phenomenon of the past by the time my big day rolled around. Continue reading

David Wanja is a CFP®!

Join us in congratulating David Wanja on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! David completed the education requirements, passed the exam, and recently met the experience mandate allowing him to use the CFP® marks. Continue reading

Student Loans During COVID-19

2020 has been quite the rollercoaster ride, to say the least. I am always looking for the silver lining during periods of turmoil. One of the most considerable benefits to come from all this pandemic madness relates to federal student loans. Continue reading