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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Financial Synergies Named to 2018 Financial Times 300 Top Financial Advisers

  • June 28, 2018
  • Mike Minter
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.
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We’ve Changed Our Name!

  • May 8, 2018
  • Mike Minter
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.
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Q4 2017 Newsletter

  • January 17, 2018
  • Financial Synergies
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.
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Medicare Enrollment Guidance

  • November 15, 2017
  • Will Goodson
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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New Goal Tracking Tools in Wealth360°

  • September 18, 2017
  • Financial Synergies
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
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Recovering from Hurricane Harvey

  • September 6, 2017
  • Will Goodson
Last week’s devastation from Hurricane Harvey is still being felt up and down the Texas Gulf Coast.
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The Addition of International Real Estate

  • August 9, 2017
  • Mike Minter
We’re always studying the global markets landscape and researching potential asset classes for inclusion in our portfolios.
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Q2 2017 Newsletter

  • July 25, 2017
  • Financial Synergies
Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.
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Financial Synergies Named to 2017 Financial Times 300 Top Registered Investment Advisers!

  • June 22, 2017
  • Financial Synergies
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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In Case You Missed It: Bryan on Houston Matters

  • May 1, 2017
  • Financial Synergies
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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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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