FinSyn Insights

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We’ve Changed Our Name!

Okay, so it’s really nothing too dramatic, but we’ve officially changed our company name to Financial Synergies Wealth Advisors, Inc. Rest assured that nothing else about our company has changed. We just feel that this slight change to our name more accurately reflects the services we offer.

We don’t just manage money and assets for our clients, although investment management is a critical component of what we do. We also provide comprehensive financial planning and wealth management services, which can include:

  • Retirement planning
  • Cash flow analysis
  • Education planning
  • Tax planning
  • Estate planning
  • Insurance planning
  • Social Security analysis
  • Medicare analysis
  • Asset allocation
  • Investment management
  • And the list goes on….

If there is something that is beyond our scope internally, we have top-notch partners in the areas of insurance, estate plans, taxes, etc. that can handle all of your needs.

If there is a service you are in need of please let us know. We are your Wealth Advisors.

Mike Minter

As Chief Investment Officer, Mike directs the overall investment strategy, develops portfolio allocations, oversees trading and rebalancing, and conducts research and analysis. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).   Read Mike’s Profile HereRead More Articles by Mike

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