Financial Synergies Named One of the Fastest Growing RIAs in the Nation
We are excited to share some great news with you—Financial Synergies Wealth Advisors has been recognized by Financial Advisor Magazine as one of the Top 50 Fastest Growing Registered Investment Advisors (RIA) of 2025.
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.
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!
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.
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.
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.
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.
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
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.
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.
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.
Rachel Buckhoff is Officially a Certified Financial Planner™ Professional!
Join us in congratulating Rachel Buckhoff on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
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.
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.
Dane Spencer is a CFP®!
Join us in congratulating Dane Spencer on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!
