Happy Thanksgiving!
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
Our Inspiring Clients
From time to time, we get to share amazing stories about our clients and their achievements, and we are honored to share Yamile Jackson’s story. Yamile is a PhD engineer and the heart behind Nurtured by Design, a company that …
Q3 2015 Newsletter
Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
Q2 2015 Newsletter
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at [email protected]
Office Closed Friday July 3rd
In celebration of Independence Day, our offices will be closed on Friday July 3rd. During this time you can call in and leave a voicemail, and we will respond to you accordingly when we return on Monday, July 6th. For …
Two-Minute Tour
Financial Synergies is located on the 14th Floor of the Whitney Bank building, just inside the loop in Highland Village. If you haven’t been to the office lately, we would love to see you and share updates with you. Until …
Financial Synergies Named to 2015 Financial Times 300 Top Registered Investment Advisers
June 18, 2015 – Financial Synergies is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. …
Q1 2015 Newsletter
Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc
Financial Synergies Recognized by Houston Business Journal
Financial Synergies was named a top wealth management firm and one of the largest money managers by Houston Business Journal for 2014.
Financial Synergies Pathway
Over the years, clients have asked us if we would be willing to assist their adult children, nieces, nephews, and friends with financial planning and investment management, even though they don’t have quite enough to meet our investment minimum. We …
Q4 2014 Newsletter
Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
Q3 2014 Newsletter
Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
eApprovals and eSignature
Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature …
Q2 2014 Newsletter
Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Q1 2014 Newsletter
Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc
