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Financial Synergies Wealth Advisors
4400 Post Oak Pkwy #200
Houston, TX 77027
- 713-623-6600
- info@finsyn.com
- Weekdays: 8:00am to 5:00pm
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.
© 2022 Financial Synergies Wealth Advisors. All Rights Reserved. Site development: Midstream Marketing
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
What it Means to be a Fiduciary
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a fee-only Fiduciary – legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
I think sometimes we make the assumption that everyone knows we’re a fiduciary, and understands what that means. But that may not always be the case. Here is a short video explaining what it means to be a Fiduciary:
Click Here to View the Video
Mike Minter
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