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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Welcome Our Summer Interns!

  • June 2, 2020
  • Mike Minter
We are thrilled to have two bright minds joining us for our 2020 Summer Internship program! Please join us in welcoming Rachel Buckhoff and Jared Tobin. Rachel attends University of Texas majoring in Finance, and Jared attends Texas Tech majoring in Personal Financial Planning. Welcome!
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Webcast | Perspectives on COVID-19 and the State of the Global Markets

  • April 27, 2020
  • Mike Minter
Join us for a discussion on the current global markets and the coronavirus pandemic, featuring Dimensional Fund Advisor's, Dr. Apollo Lupescu. Apollo gives his perspective on the current economic and market environment, and we had the opportunity to ask a few specific questions as well.
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1st Quarter 2020 Newsletter

  • April 15, 2020
  • Mike Minter
Enclosed is our 1st Quarter 2020 Newsletter with timely articles on the markets, investing, and financial planning. We hope you find it helpful.
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Financial Synergies Opens Branch Office in Tyler, Texas

  • February 27, 2020
  • Will Goodson
We are excited to announce the opening of our new branch office in Tyler, TX. This is Financial Synergies’ first office beyond the greater Houston area. Having been with the firm since 2015, I’m very excited to help lead this new venture for the firm. As we have continued to experience tremendous growth, we felt this was a unique opportunity to extend our footprint and serve the wealth management needs for families in the greater East Texas area.
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It’s Official, Brock is a CFP®!

  • November 20, 2019
  • Financial Synergies
Join us in congratulating Brock Hedgecoke on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! Brock completed the education requirements and passed the exam some time ago, but just recently met the experience mandate allowing him to use the CFP® marks.
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3rd Quarter 2019 Newsletter

  • October 17, 2019
  • Mike Minter
Below please find our 3rd Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing.
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Check Out The 2019 Two-Minute Tour!

  • July 1, 2019
  • Mike Minter
Check out the 2019 Two-Minute Tour! Although we've been in the new office since last fall, some of you have not had a chance to see the new space yet. So, we're pleased to release our latest Financial Synergies Wealth Advisors office tour!
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Financial Synergies Named to 2019 Financial Times 300 Top Financial Advisers

  • June 27, 2019
  • Mike Minter
June 27, 2019 – Financial Synergies Wealth Advisors is thrilled to announce we have been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the 4th time we've been selected for this list.
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Financial Synergies Welcomes Brock Hedgecoke

  • May 23, 2019
  • Financial Synergies
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Brock Hedgecoke. Please join us in welcoming Brock to the Financial Synergies Team!
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1st Quarter 2019 Newsletter

  • April 23, 2019
  • Mike Minter
Below please find our 1st Quarter 2019 Newsletter. Enclosed you'll find articles on the state of the markets, financial planning, and investing.
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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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