Firm News

Will Goodson In The News!

Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning. 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

Financial Synergies Welcomes Rachel Buckhoff!

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to our growing firm – Rachel Buckhoff. Please join us in welcoming Rachel to the Financial Synergies Team! Continue reading

3rd Quarter 2020 Newsletter

Please find below our 3rd Quarter 2020 Newsletter – with articles on the economy, financial planning, the markets, and more. We hope you find it helpful! Continue reading

HBJ Top Wealth Management Firm 2020

The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for 2020. This is our fifth time being selected for this elite list of wealth managers in Houston. Continue reading

Financial Synergies Named to 2020 Financial Times Top Financial Advisers

August 2, 2020 – Financial Synergies Wealth Advisors is pleased to announce we have been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers! The list recognizes top independent RIA firms from across the U.S. This is our 5th time being selected for this elite list. Continue reading

We’ve Expanded Our Team!

Please join us in welcoming four new team members to the Financial Synergies family! Our apologies for just now announcing David Wanja, who actually joined us quite a while ago. We got a little sidetracked with the COVID craziness. Continue reading

Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it. Continue reading

Welcome Our Summer Interns!

We are thrilled to have two bright minds joining us for our 2020 Summer Internship program! Please join us in welcoming Rachel Buckhoff and Jared Tobin. Rachel attends University of Texas majoring in Finance, and Jared attends Texas Tech majoring in Personal Financial Planning. Welcome! Continue reading