The Blog

Weekly insights on the markets, economy, and financial planning

Medicare Enrollment Guidance

Medicare Financial Advisors

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.

Q2 2017 Newsletter

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Our latest newsletter features articles and market commentary from Mike Booker, Mike Minter, Kevin Nelson, Bryan Zschiesche, and Will Goodson.

Top Wealth Manager Ranking 2017

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The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.

Financial Synergies Team Video

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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.

Financial Synergies Welcomes Kevin Nelson

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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.

Q4 2016 Newsletter

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Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.

Giving Thanks

Giving Thanks

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

The Two-Minute Tour

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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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