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.

Financial Synergies Welcomes Steven Ha

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team! Read More

Will Goodson Earns Top Social Security Designation

As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation. Read More

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen your pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Read More

2nd Quarter 2018 Newsletter

Below you’ll find our 2nd Quarter 2018 Newsletter, which includes articles on the economy, markets, and financial planning topics. We hope you find them helpful and informative. Hopefully you are enjoying your summer! Read More

Q1 2018 Newsletter

We hope you enjoy the 1st Quarter 2018 Newsletter. We’ve included articles on the markets, economy, and financial planning. Also, join us in welcoming Lottie Hensley to the Financial Synergies Team! Read More

Q1 2018 Market Review

This report features world capital market performance and a timeline of events for the first quarter of 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More

Q4 2017 Newsletter

Well, 2017 is in the history books! Our Q4 2017 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful. Read More

Q3 2017 Newsletter

We hope you enjoy our latest quarterly newsletter (Q3 2017), which includes articles on the markets, investing, financial planning and more! Read More

New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site. We know your life is busy, so this update was designed to make it even easier to see what’s most important to you. Read More

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