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Top Wealth Manager Ranking 2017

The Houston Business Journal has ranked Financial Synergies as a top wealth manager and money management firm in Houston for three consecutive years.

  • Largest Houston-Area Wealth Managers: We came in at number 16. This recognition considers that we make it a business to understand the goals, needs, and totality of our clients’ financial lives (not just the assets we manage for them).
  • Largest Houston-Area Money Management Firms: We came in at number 22, and we’d like to thank all our clients for being the most significant part of our growth.

We are honored to have been recognized by the Houston Business Journal, and, as always, we appreciate your continued trust and confidence.

-Financial Synergies Team

Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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