Financial Synergies recently made two prestigious lists published in the Houston Business Journal:
- Top Houston-Area Wealth Management Firms & Practices: We came in at number 17. This recognition takes into account that we make it a business to understand the goals, needs, and totality of our clients’ financial lives (not just the assets we manage for them).
- Largest Houston-Area Money Management Firms: We came in at number 21, and we’d like to thank all of our clients for being a large part of our growth.
We are honored to have been recognized by HBJ, and, as always, we appreciate your continued trust and confidence.