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 Financial Advisors 2020
HOUSTON BUSINESS JOURNAL
Largest Houston-Area Wealth Managers 2020
FINANCIAL ADVISOR MAGAZINE
Top Ranked Registered Investment Advisor
Top Financial Advisors in Houston, TX
Top Rated Financial Advisory Firm
Trusted Financial Advisors
Top Financial Planner in Houston 2020
Top Financial Advisor 2020
Are we right for you?
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 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.