Find out if we’re a good match for your 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.
The BlogWeekly insights on the markets and financial planning
Financial Synergies Recognized by Houston Business Journal
April 15, 2016 - by Financial Synergies
April 15, 2016 Financial Synergies
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).
We are honored to have been recognized by HBJ, and, as always, we appreciate your continued trust and confidence.
Financial Synergies
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.