Top Wealth Manager Ranking 2017
The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
Financial Synergies Team Video
If there are people in your life who may benefit from our services, and we’ve never been introduced, please feel free to share our company video with them.
Financial Synergies Welcomes Kevin Nelson
Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.
Q4 2016 Market Review
This report features world capital market performance and a timeline of events for the past quarter.
Q4 2016 Newsletter
Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.
Giving Thanks
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Q3 2016 Market Review
This report features world capital market performance and a timeline of events for the 3rd quarter 2016.
Q2 2016 Market Review
This Q2 2016 Market Review report features world capital market performance and a timeline of events for the past quarter.
Financial Synergies Featured in FA Magazine’s RIA Ranking
Financial Synergies is honored to be on FA Magazine’s RIA Ranking list for 2016. We are ranked the highest in Houston, we are 13th in our category, and 310th overall.
Q1 2016 Market Review
This report features world capital market performance and a timeline of events for the past quarter.
Will on Houston Matters Discussing Social Security Changes
There’s a new Social Security rule going into effect at the end of this month, and it could impact when you decide to start collecting your benefits.
Top Wealth Management Firm Houston 2016
Financial Synergies was ranked a top wealth management firm in Houston by Houston Business Journal for 2016.
Bryan on Houston Matters Discussing Retirement
In case you missed it, you can listen here to our very own Bryan Zschiesche discussing tips on transitioning to retirement with Houston Matters.
Financial Synergies 4th Quarter Market Review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
The Value of Objectivity
Our founder and President, Mike Booker, was recently featured in The Suit magazine in an article titled “The Value of Objectivity“. The article focuses on what it means to be a fiduciary, taking care of client needs, and how retirees can …
