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!
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.
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!
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.
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!
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.
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.
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.
