Simplify Your Financial Life

Have you considered what a “successful” retirement looks like for you?

A Guide to Long-Term Wealth Creation

Unlock a proven investment philosophy with insights on myths, emotions, and portfolio returns.

We’ve designed this brochure to give you an overview of our firm and explain how we can help simplify your financial life to give you true peace of mind and confidence in your future.

In this brochure we discuss:

Simplifying your financial life
What you should look for in a financial advisory firm
How critical it is to work with a fiduciary advisor
Our total wealth management approach
How we model our financial plans to account for all aspects of your life
How evidenced-based investing cuts through the hype and delivers solid, consistent returns
The Financial Synergies Team you will have in your corner

It Starts Here

Recognized as a Top
Houston Financial Advisor

Financial Synergies
Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.