What it Means to be a Fiduciary

Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries. Continue reading

Choosing the Right Financial Advisor

Whether you’re looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor. Continue reading

The Value of Objectivity

Our founder and President, Mike Booker, was recently featured in The Suit magazine in an article titled “The Value of Objectivity“. The article focuses on what it means to be a fiduciary, taking care of client needs, and how retirees can … Continue reading

President Obama Seeks New Rules for Brokers

The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. Simply put, when advisors act as fiduciaries, they are placing … Continue reading

Registered Investment Advisor: Why This Distinction Matters

We are often asked the question, “What makes you different?” There are many things that set us apart from our competitors, but there is also an official distinction we hold over the majority of other financial advisors. For more than … Continue reading