Skip to content

Who We Are

About Us

Our Firm

Our Team

Client Experience

FAQs

Get in Touch

Careers
What We Do

Services

Total Wealth Management

Financial Planning

Investment Management

Tax Planning

Estate and Gift Planning

Insurance Planning

Company Retirement Plans

Individual 401(k) Management

The Retirement Salary®

Pathway®

Sample Financial Plan
Who We Help

Our Clients

Families and Individuals

Business Owners

Executives

Retirees

Oil & Gas Professionals

Physicians

Young Professionals
Resources

Insights & Education

The Blog

Videos

Newsletters

Recognitions

Technology

Test Drive a Plan

Are we right for you?

10 Principles of Successful Investing

10 Principles of Successful Investing

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

713-623-6600
info@finsyn.com
Weekdays: 8:00am to 5:00pm

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.

Facebook Linkedin Twitter Youtube

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation

Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

713-623-6600
info@finsyn.com
Weekdays: 8:00am to 5:00pm

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.

Legal

Privacy Policy
Form CRS
Form ADV
GDPR
Disclosure

Privacy Policy
Form CRS
Form ADV
GDPR
Disclosure

Quick Links

Contact Us
Get Started
FAQs
Careers
Client Login

Contact Us
Get Started
FAQs
Careers
Client Login

Insights

Blog
Wealth Management Houston
Retirement Planning Houston
Financial Planning Houston
Fee-Only Financial Advisors Houston

Blog
Wealth Management Houston
Retirement Planning Houston
Financial Planning Houston
Fee-Only Financial Advisors Houston

Facebook Linkedin Twitter Youtube

© 2025 Financial Synergies Wealth Advisors. All Rights Reserved. Financial Advisor Marketing Solutions by Midstream Marketing

Who We Are

Our Firm
Our Team
Client Experience
Frequently Asked Questions
Get in Touch
Careers

Our Firm
Our Team
Client Experience
Frequently Asked Questions
Get in Touch
Careers

What We Do

Total Wealth Management
Financial Planning
Investment Management
Tax Planning
Estate and Gift Planning
Insurance Planning
Company Retirement Plans
Individual 401(k) Management
Sample Financial Plan
The Retirement Salary®
Pathway®

Total Wealth Management
Financial Planning
Investment Management
Tax Planning
Estate and Gift Planning
Insurance Planning
Company Retirement Plans
Individual 401(k) Management
Sample Financial Plan
The Retirement Salary®
Pathway®

Who We Help

Families and Individuals
Business Owners
Executives
Retirees
Oil & Gas Professionals
Physicians
Young Professionals

Families and Individuals
Business Owners
Executives
Retirees
Oil & Gas Professionals
Physicians
Young Professionals

Resources

The Blog
Videos
Newsletters
Recognitions
Technology
Test Drive a Plan

The Blog
Videos
Newsletters
Recognitions
Technology
Test Drive a Plan

Are We Right For You?

Blog

Call

Contact

Login

Download Your Free Guide

Fill out the form below for instant access

Name *

First

Last

Email *

Which Guides Are You Interested In?

5 Benefits of Hiring a Fiduciary Financial Advisor
10 Principles of Successful Investing
5 Step Retirement Income Plan