Take the First Step to Securing Your Financial Future
Let’s create a financial plan and investment strategy that allows you to live the life of your dreams
A Truly Unique Wealth Management Experience
We put your interests above all else. Period.
Financial Synergies Wealth Advisors carefully selects clients who seek investment management and financial planning from a full-service wealth management firm. Whether they are enjoying retirement, thriving in the prime of their career, or navigating a life transition, partnering with us provides the peace of mind that their financial future is secure – allowing them to focus on what matters most.
Our initial Discovery Meeting serves as an opportunity to assess mutual alignment and explore how we can make a meaningful impact on your financial future.
Our Wealth Management services are designed for clients with a minimum of $1,000,000 in investable assets, while our Pathway program is available to those with at least $500,000. We look forward to the opportunity to work with you.
High-touch, personalized service
Fiduciary – legally and ethically bound to act in your best interests
100% fee‐only financial services – no commissions
Certified Financial Planner™ professionals
35+ years of financial advisory experience
Holistic financial planning and investing to meet all your needs
Advanced technology to help simplify and organize your finances
Evidence-based investment strategies
Schedule Your Free Consultation
713-623-6600
Choose financial freedom and peace of mind.
Get started with us today!
Recognized as a Top
Houston Financial Advisor
Forbes
AdvisoryHQ
Financial Advisor Magazine
Expertise.com
Financial Times
Retirement Living
Houston Business Journal
Financial Synergies
Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Financial Synergies Wealth Advisors
4400 Post Oak Pkwy #200
Houston, TX 77027
- 713-623-6600
- info@finsyn.com
- Weekdays: 8:00am to 5:00pm
