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Check out our quarterly newsletters for articles on investing, financial planning, the markets, and Financial Synergies updates.

2022 Newsletters

2021 Newsletters

2020 Newsletters

2019 Newsletters

2018 Newsletters

2017 Newsletters

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Find out if we’re a good match for your 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.

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.

Blog

Call

Email

Login

Newsletters

Check out our quarterly newsletters for articles on investing, financial planning, the markets, and Financial Synergies updates.

2022 Newsletters

Q1 2022

2021 Newsletters

Q1 2021

Q2 2021

Q3 2021

Q4 2021

2020 Newsletters

Q1 2020

Q2 2020

Q3 2020

Q4 2020

2019 Newsletters

Q1 2019

Q2 2019

Q3 2019

Q4 2019

2018 Newsletters

Q1 2018

Q2 2018

Q3 2018

Q4 2018

2017 Newsletters

Q1 2017

Q2 2017

Q3 2017

Q4 2017

Financial Synergies Wealth Advisors