1st Quarter 2019 Newsletter

Below please find our 1st Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More

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

4th Quarter 2018 Newsletter

Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful. Read More

As An Investor, I’m Thankful This Season

Although 2018 has not been fun for investors, this Thanksgiving I’m thankful for the decade-long bull market and economic expansion. Investors who stuck to their financial plans and stayed invested are closer to achieving their long-term goals. Read More

Minor Change to Retirement Salary®

We’re making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs. 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

Can Financial Synergies Manage My 401(k) Plan?

Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.  Read More

Top Wealth Manager Ranking 2018

The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for four consecutive years. Read More

What it Means to be a Fiduciary

Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries. Read More

Try Our New Mobile App

As a client of Financial Synergies Wealth Advisors, you will now have access to our new mobile app. The app will contain important portfolio information such as: Read More

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