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!
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.
Financial Synergies Ranks High on Inc. Best Workplaces for 2023
Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2023.
4th Quarter 2022 Newsletter
We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
3rd Quarter 2022 Newsletter
We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Houston Business Journal: Top Wealth Management Firm 2022
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a Top Wealth Management firm in Houston for 2022.
Financial Synergies Recognized: America’s Top RIAs 2022
We are pleased to announce that Financial Synergies Wealth Advisors has been selected to Financial Advisor Magazine’s list of America’s Top RIAs for 2022.
Grant Ball Passes CIMA® Exam!
Our very own portfolio manager, Grant Ball, has passed the Certified Investment Management Analyst® (CIMA®) exam!
Welcome, Summer Interns!
We’re celebrating the third year of our summer internship program with three interns! Please join us in welcoming Joshua Brackeen, Michael Guaman, and Colton Owen.
Welcome Our Newest Team Members
Please welcome our newest team members, Tim Garcia-Prats and Adam Lawrence. We are excited to have these talented professionals join the Financial Synergies family.
