Finsyn Logo White

Are we right for you?

The Blog

Weekly insights on the markets, economy, and financial planning

Your “Magic” Retirement Number?

  • April 18, 2024
  • Mike Minter
Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
Continue Reading

Subscribe to Our Blog

Sign up to receive weekly articles on the markets, economy, and financial planning.

*Your email will be kept completely private.

Recent Articles

  • November 26, 2015
  • Financial Synergies Wealth Advisors

Happy Thanksgiving!

With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Continue Reading
  • November 11, 2015
  • Financial Synergies Wealth Advisors

Happy Veterans Day

With our deepest gratitude, the Financial Synergies Team would like to thank all of America’s Veterans and members of the US Armed Forces for their service to our country. We salute you!
Continue Reading
  • November 6, 2015
  • Financial Synergies Wealth Advisors

Our Inspiring Clients

From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer and the heart behind Nurtured by Design, a company that …
Continue Reading
  • October 16, 2015
  • Financial Synergies Wealth Advisors

Q3 2015 Newsletter

Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
Continue Reading
  • July 16, 2015
  • Financial Synergies Wealth Advisors

Q2 2015 Newsletter

We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at info@finsyn.com
Continue Reading
  • July 1, 2015
  • Financial Synergies Wealth Advisors

Office Closed Friday July 3rd

In celebration of Independence Day, our offices will be closed on Friday July 3rd. During this time you can call in and leave a voicemail, and we will respond to you accordingly when we return on Monday, July 6th. For …
Continue Reading
  • June 29, 2015
  • Financial Synergies Wealth Advisors

Two-Minute Tour

Financial Synergies is located on the 14th Floor of the Whitney Bank building, just inside the loop in Highland Village. If you haven’t been to the office lately, we would love to see you and share updates with you. Until …
Continue Reading
  • June 18, 2015
  • Financial Synergies Wealth Advisors

Financial Synergies Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 18, 2015 – Financial Synergies is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. …
Continue Reading
  • April 21, 2015
  • Financial Synergies Wealth Advisors

Q1 2015 Newsletter

Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc
Continue Reading
  • March 20, 2015
  • Financial Synergies Wealth Advisors

Financial Synergies Recognized by Houston Business Journal

Financial Synergies was named a top wealth management firm and one of the largest money managers by Houston Business Journal for 2014.
Continue Reading
  • February 23, 2015
  • Financial Synergies Wealth Advisors

Financial Synergies Pathway

Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We …
Continue Reading
  • January 20, 2015
  • Financial Synergies Wealth Advisors

Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
Continue Reading
  • October 22, 2014
  • Financial Synergies Wealth Advisors

Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
Continue Reading
  • July 24, 2014
  • Marie Villard

eApprovals and eSignature

Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature …
Continue Reading
  • July 14, 2014
  • Financial Synergies Wealth Advisors

Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Continue Reading

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

footer logo
Facebook Linkedin Twitter Youtube
partner logos
Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation
Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

Legal

Quick Links

Highlights

General Footer
Facebook Linkedin Twitter Youtube
© 2024 Financial Synergies Wealth Advisors. All Rights Reserved. Site development: Midstream Marketing
Test Home
Are We Right For You?
Blog
Call
Contact
Login

Download Your Free Guide

Fill out the form below for instant access