- October 17, 2024
- Mike Minter
We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America’s Top RIAs for 2024! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.
As always, these accolades would not be possible without our wonderful clients and dedicated Financial Synergies team members. THANK YOU!!!👏
Below are some relevant links pertaining to this Forbes ranking:
- Forbes List of America’s Top RIAs for 2024
- Ranking Methodology: America’s Top RIA Firms 2024
- Financial Synergies Wealth Advisors Forbes Profile
- Full Press Release
*We’ve also included a transcript of the official press release below
OFFICIAL PRESS RELEASE
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm with headquarters in Houston, TX, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2024. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services, and underscores the firm’s dedication to serving the financial well-being of clients nationwide.
Houston, TX, October 17, 2024 /PRNewswire-PRWeb [Forbes List of America’s Top RIAs 2024]
Forbes, one of the world’s most respected business and financial publications, annually releases its list of America’s Top RIA Firms, providing invaluable insight into the industry’s leading registered investment advisory firms. The list is meticulously curated, and firms are evaluated on a range of criteria, including assets under management (AUM), revenue, client retention, and overall growth. Click here for a full disclosure of the methodology used for America’s Top RIA Firms 2024.
Financial Synergies Wealth Advisors is delighted to be recognized by Forbes (2nd year in a row) for the firm’s outstanding performance, client-focused approach, and dedication to upholding the highest standards of integrity and professionalism. This accolade serves as a testament to the company’s consistent growth and commitment to delivering customized financial solutions to its valued clients. Please find our full Forbes Profile Here.
Mike Booker, President of Financial Synergies, expressed his gratitude for the recognition, saying, “We are deeply honored to be featured in Forbes’ prestigious ranking of America’s Top RIA Firms for 2024. This achievement reflects our dedication to our clients and our commitment to excellence. We are proud of our exceptional team of professionals who work tirelessly to provide the best financial services and guidance to our clients.”
“As the Chief Investment Officer of Financial Synergies Wealth Advisors, I am incredibly proud and honored that our firm has been recognized as one of Forbes’ Top RIA Firms for 2024. This prestigious accolade reflects the dedication, hard work, and unwavering commitment of our team to providing exceptional financial guidance to our clients. We remain deeply focused on helping our clients achieve their financial goals with trust, transparency, and tailored strategies, and this recognition only strengthens our resolve to continue delivering excellence.” – Mike Minter
As an industry leader, Financial Synergies continues to set the benchmark for excellence and innovation in the financial advisory and wealth management sector. The firm’s success is attributed to its client-centric philosophy, personalized financial strategies, and a team of experienced professionals who understand the unique needs and aspirations of each client.
The Forbes ranking is an acknowledgment of Financial Synergies’ exceptional accomplishments in the financial advisory industry, and it provides clients with the confidence that they are partnering with a firm that consistently delivers outstanding service and results.
We are laser focused on our clients’ long-term financial success. Our clients come first, and always will.
About Financial Synergies Wealth Advisors:
Financial Synergies is a leading registered investment advisory and wealth management firm that specializes in providing comprehensive financial planning, investment management, and wealth preservation services. With a commitment to transparency, integrity, and personalized guidance, Financial Synergies Wealth Advisors has built a reputation for helping clients achieve their financial goals and secure their financial future.
Comprehensive wealth management services include:
- Retirement planning
- General financial planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- And more….
For media inquiries, please contact:
Mike Minter
mminter@finsyn.com
713-623-6600
For more information about Financial Synergies Wealth Advisors and their services, please visit their website: www.finsyn.com
Please note that the information provided in this press release is accurate as of the date of issuance and may be subject to change.
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