We’re proud to be recognized as a Top Houston Financial Advisor by several independent, third-party organizations. We are a Fiduciary, providing our clients with prudent, objective advice at all times. We put your interests first. Period.
Top RIA Firms
Forbes
Financial Synergies Wealth Advisors earns spot on Forbes Top RIA Firms, 2023-2025
Best Places To Work
Houston Business Journal
Recognized as one of the Best Places To Work in Houston in 2023 and 2025
Top 50 Fastest Growing RIAs
Financial Advisor
Recognized by Financial Advisor Magazine as one of the Top 50 Fastest Growing RIAs of 2025.
Best Workplaces Honoree
Inc.
Recognized as one of Inc.'s Best Workplaces, 2023-2024
Best Place To Work For Financial Advisors
Investment News
Named to the 2024 list of Best Places to Work for Financial Advisors in the USA, 2023-2024
Top Wealth Management Firms
Houston Business Journal
Ranked a Top Wealth Management firm in Houston, 2014-2025
Official Member
Forbes Finance Council
Official Member of the Forbes Finance Council, 2022-2025
America's Top RIAs
Financial Advisor Magazine
Ranked a Top RIA in the US, 2017, 2019-2025
Best Financial Advisors in Houston
Expertise.com
Ranked as one of the Best Financial Advisors in Houston
