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.
A Warm Welcome to our New Team Members
Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We’re thrilled to have these experienced professionals join the Financial Synergies family.
We Are Thankful For You (Our Clients)
To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving!
Important: Changes to Your Bond Portfolio
It’s no secret that bonds haven’t exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that.
Join us in Welcoming George Salinas!
We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team – George Salinas!
Houston Business Journal: Top Wealth Management Firm 2021
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for 2021.
Join us in Welcoming Dane Spencer!
We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team – Dane Spencer!
Should You Use Fidelity’s BrokerageLink® Option?
If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the […]
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.
