Pathway® is a financial goals-based financial planning and investment program designed for people in the early stages of building wealth. Developed and overseen by the experienced Certified Financial Planner™ professionals at Financial Synergies Wealth Advisors, Pathway® creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth. This financial planning program is ideal for clients who don’t have a need for our total wealth management services at this stage in life, but want to start investing today.
Chart your own path to financial freedom. Watch The Financial Synergies Pathway® video to learn more.
Our technology enables you to view your entire financial picture in one place.
Receive ongoing advice and planning from a Certified Financial PlannerTM.
We’ll design and manage an investment portfolio to achieve your long-term goals.
The Pathway® financial planning program includes investment management, financial planning, and consultation. We analyze your financial situation and risk tolerance to construct a practical investment plan that will help you reach your goals.
We’ll keep you on track to ensure the achievement of your financial goals.
Combining commission-free, low cost ETFs with our disciplined rebalancing strategy, Pathway® provides a sophisticated investment portfolio durable enough to endure any market cycle. Upon implementation of the allocation we handle all aspects of portfolio management, including monitoring, rebalancing, tax-loss harvesting, and investment analysis.
Our financial advisors will meet with you regularly in person, by phone, or online to review your portfolio and financial plan. Pathway® helps you organize and simplify your financial life. Our experts are here to ensure your long-term goals are achieved.
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA), and we are held to a fiduciary standard. We put your interests ahead of ours, and work on a fee-only basis. We are not here to sell you products – and that means having full peace of mind in a financial planning program that is designed with your needs in mind. Get in touch with our Houston wealth advisors today to learn more!
Asset-Based Fee
Up to $1,000,000:
0.95%
Above $1,000,000:
0.75%
Fees are calculated based on a percentage of the managed account value and billed quarterly.
