Will Goodson Earns Top Social Security Designation
As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation.
Can Financial Synergies Manage My 401(k) Plan?
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
Top Wealth Manager Ranking 2018
The Houston Business Journal has ranked Financial Synergies Wealth Advisors as a top wealth management firm in Houston for four consecutive years.
What it Means to be a Fiduciary
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
Try Our New Mobile App
As a client of Financial Synergies Wealth Advisors, you will now have access to our new mobile app. The mobile app is an abbreviated version of the online client portal. So it doesn’t have all the reports or functionality of the full portal.
Financial Synergies Named to 2018 Financial Times 300 Top Financial Advisers
Financial Synergies Wealth Advisors is thrilled to announce we’ve been named to the 2018 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 third time we’ve been included.
We’ve Changed Our Name!
Okay, so it’s really nothing too dramatic, but we’ve officially changed our company name to Financial Synergies Wealth Advisors, Inc. Rest assured that nothing else about our company has changed.
Q4 2017 Newsletter
Well, 2017 is in the history books! Our Q4 2017 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful.
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.
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.
Recovering from Hurricane Harvey
Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast.
The Addition of International Real Estate
We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
Q2 2017 Newsletter
Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
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!
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.
