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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.
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.
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.
Financial Synergies Recognized: America’s Top RIAs 2022
We are pleased to announce that Financial Synergies Wealth Advisors has been selected to Financial Advisor Magazine’s list of America’s Top RIAs for 2022.
It’s an honor to have been recognized as a top financial advisory firm by one of the leading financial services publications in the country.
RIA stands for Registered Investment Advisor. An RIA is a firm that advises clients on investments and may manage their investment portfolios. RIAs are registered with either the U.S. Securities and Exchange Commission (SEC) or state securities administrators.
Unlike other types of financial advisors, RIAs have fiduciary obligations to their clients, meaning that we have a fundamental duty to always and only provide investment advice that is in our clients’ best interests.
RIAs provide much more than just investment services, generally advising on a range of subjects that are part of your financial life, from retirement planning, taxes, to insurance and estate planning.
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Shareholder | Chief Investment Officer