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The Blog

Weekly insights on the markets, economy, and financial planning

Missing Just ONE Day in the Market Can Derail Your Year [Video]

  • May 22, 2025
  • Mike Minter
In the world of investing, sometimes all it takes is one day to make a significant difference in your portfolio’s performance.
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Recent Articles

  • November 15, 2017
  • Will Goodson

Medicare Enrollment Guidance

We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.
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  • September 18, 2017
  • Financial Synergies Wealth Advisors

New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
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  • September 6, 2017
  • Will Goodson

Recovering from Hurricane Harvey

Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast.
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  • August 9, 2017
  • Mike Minter

The Addition of International Real Estate

We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
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  • July 25, 2017
  • Financial Synergies Wealth Advisors

Q2 2017 Newsletter

Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
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  • June 22, 2017
  • Financial Synergies Wealth Advisors

Financial Synergies Named to 2017 Financial Times 300 Top Registered Investment Advisers!

Financial Synergies Asset Management is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers!
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  • May 1, 2017
  • Financial Synergies Wealth Advisors

In Case You Missed It: Bryan on Houston Matters

Last week Bryan was a feature guest on Houston Matters, answering callers' questions about financial planning, retirement, and general financial advice.
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  • April 18, 2017
  • Financial Synergies Wealth Advisors

Q1 2017 Newsletter

Check out our Q1 2017 Newsletter.
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  • March 15, 2017
  • Financial Synergies Wealth Advisors

Top Wealth Manager Ranking 2017

The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
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  • March 8, 2017
  • Financial Synergies Wealth Advisors

Financial Synergies Team Video

If there are people in your life who may benefit from our services, and we've never been introduced, please feel free to share our company video with them.
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  • March 2, 2017
  • Financial Synergies Wealth Advisors

Financial Synergies Welcomes Kevin Nelson

Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.
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  • January 19, 2017
  • Financial Synergies Wealth Advisors

Q4 2016 Newsletter

Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.
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  • November 21, 2016
  • Financial Synergies Wealth Advisors

Giving Thanks

With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
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  • September 19, 2016
  • Marie

Changes to Money Market Funds in Your Accounts

Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts.
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  • August 26, 2016
  • Marie

The Two-Minute Tour

Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office!
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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 #200Houston, 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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