Will Goodson In The News!
Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning.
David Wanja is a CFP®!
Join us in congratulating David Wanja on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! David completed the education requirements, passed the exam, and recently met the experience mandate allowing him to use the CFP® marks.
Financial Synergies Welcomes Rachel Buckhoff!
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to our growing firm – Rachel Buckhoff. Please join us in welcoming Rachel to the Financial Synergies Team!
Investopedia 100 Top Financial Advisors of 2020
Congratulations to our very own Bryan Zschiesche! He was named to Investopedia’s 100 Top Financial Advisors of 2020.
3rd Quarter 2020 Newsletter
Please find below our 3rd Quarter 2020 Newsletter – with articles on the economy, financial planning, the markets, and more. We hope you find it helpful!
HBJ Top Wealth Management Firm 2020
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for 2020. This is our fifth time being selected for this elite list of wealth managers in Houston.
Financial Synergies Named to 2020 Financial Times Top Financial Advisers
August 2, 2020 – Financial Synergies Wealth Advisors is pleased to announce we have been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers! The list recognizes top independent RIA firms from across the U.S. This is our 5th time being selected for this elite list.
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.
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!
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.
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.
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.
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.
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.
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!
