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Weekly insights on the markets, economy, and financial planning

Missing Just ONE Day in the Market Can Derail Your Year [Video]

  • May 22, 2025
  • Mike Minter
In the world of investing, sometimes all it takes is one day to make a significant difference in your portfolio’s performance.
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Recent Articles

  • May 8, 2025
  • Financial Synergies Wealth Advisors

Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners

As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.
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  • February 10, 2025
  • Financial Synergies Wealth Advisors

Tim Garcia-Prats Earns Certified Investment Management Analyst® Designation!

Our very own Portfolio Manager, Tim Garcia-Prats, has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation!
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  • January 2, 2025
  • Financial Synergies Wealth Advisors

2024 is History: A New Year’s Client Message

What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
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  • October 17, 2024
  • Mike Minter

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2024

We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2024! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.
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  • August 26, 2024
  • Financial Synergies Wealth Advisors

Houston Business Journal: Top Wealth Management Firm 2024

We are thrilled to announce that Financial Synergies Wealth Advisors has been recognized by the Houston Business Journal as a Top Wealth Management Firm in Houston for 2024.
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  • August 6, 2024
  • Mike Minter

Special Briefing: Market Sell-Off

Please join me for a discussion of the recent stock market sell-off, where we offer insights, analysis, and historical perspective to keep you informed.
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  • June 20, 2024
  • Financial Synergies Wealth Advisors

Financial Synergies Ranks High on Inc.’s Best Workplaces for 2024

Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2024
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  • March 8, 2024
  • Mike Minter

Financial Synergies Ranks High on InvestmentNews’ List of Best Places to Work for Financial Advisors 2024

We’re thrilled to share that Financial Synergies Wealth Advisors has been named a Best Place to Work for Financial Advisors in 2024 by InvestmentNews.
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  • February 29, 2024
  • Financial Synergies Wealth Advisors

Important Resources for Filing Your 2023 Tax Return

We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
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  • December 8, 2023
  • Financial Synergies Wealth Advisors

Step Inside Our Office with a Virtual Two-Minute Tour!

Take a tour of our office and meet the Financial Synergies team! We invite you to watch our Two-Minute Tour video to peel back the curtain and embark on a journey through our office.
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  • December 5, 2023
  • Financial Synergies Wealth Advisors

Rachel Buckhoff is Officially a Certified Financial Planner™ Professional!

Join us in congratulating Rachel Buckhoff on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
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  • November 30, 2023
  • Financial Synergies Wealth Advisors

Introducing the Financial Synergies YouTube Channel and Podcast: Unveiling a Wealth of Financial Planning Wisdom and Investment Insights

Welcome to the Financial Synergies YouTube Channel and Podcast, your go-to source for all things financial planning, investing, and wealth management.
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  • October 26, 2023
  • Financial Synergies Wealth Advisors

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2023

We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America's Top RIAs for 2023! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.
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  • August 27, 2023
  • Financial Synergies Wealth Advisors

Dane Spencer is a CFP®!

Join us in congratulating Dane Spencer on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
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  • August 8, 2023
  • Financial Synergies Wealth Advisors

Financial Synergies Recognized: America’s Top RIAs 2023

We are pleased to announce that we have been selected to Financial Advisor Magazine's list of America's Top RIAs for 2023.
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Financial Synergies Wealth Advisors

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.

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Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

Financial Synergies Wealth Advisors

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.

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