FinSyn Insights

Weekly insights on the markets, economy, and financial planning

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.
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.
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.
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.
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast.
We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
Financial Synergies Asset Management is pleased to announce it has been named to the 2017 Financial Times 300 Top Registered Investment Advisers!
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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