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Weekly insights on the markets, economy, and financial planning

Your “Magic” Retirement Number?

  • April 18, 2024
  • Mike Minter
Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
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Recent Articles

  • July 12, 2020
  • Financial Synergies Wealth Advisors

We’ve Expanded Our Team!

Please join us in welcoming four new team members to the Financial Synergies family! Our apologies for just now announcing David Wanja, who actually joined us quite a while ago. We got a little sidetracked with the COVID craziness.
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  • June 2, 2020
  • Mike Minter

Welcome Our Summer Interns!

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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  • April 27, 2020
  • Mike Minter

Webcast | Perspectives on COVID-19 and the State of the Global Markets

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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  • April 15, 2020
  • Mike Minter

1st Quarter 2020 Newsletter

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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  • February 27, 2020
  • Will Goodson

Financial Synergies Opens Branch Office in Tyler, Texas

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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  • November 20, 2019
  • Financial Synergies Wealth Advisors

It’s Official, Brock is a CFP®!

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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  • October 17, 2019
  • Mike Minter

3rd Quarter 2019 Newsletter

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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  • July 1, 2019
  • Mike Minter

Check Out The 2019 Two-Minute Tour!

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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  • June 27, 2019
  • Mike Minter

Financial Synergies Named to 2019 Financial Times 300 Top Financial Advisers

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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  • May 23, 2019
  • Financial Synergies Wealth Advisors

Financial Synergies Welcomes Brock Hedgecoke

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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  • April 23, 2019
  • Mike Minter

1st Quarter 2019 Newsletter

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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  • March 6, 2019
  • Financial Synergies Wealth Advisors

Financial Synergies Welcomes Steven Ha

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 - Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team!
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  • January 23, 2019
  • Mike Minter

4th Quarter 2018 Newsletter

Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful.
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  • November 19, 2018
  • Mike Minter

As An Investor, I’m Thankful This Season

Although 2018 has not been fun for investors, this Thanksgiving I'm thankful for the decade-long bull market and economic expansion. Investors who stuck to their financial plans and stayed invested are closer to achieving their long-term goals.
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  • October 2, 2018
  • Mike Minter

Minor Change to Retirement Salary®

We're making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs.
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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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Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

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