At Financial Synergies in Houston, we have the technology to directly manage your company 401(k). Gone are the days when we had to settle for just providing you with a recommended allocation and then placing the burden on you to implement the changes. Our 401(k) financial advisors can now select the funds, rebalance, monitor, and report on your 401(k) just like any other brokerage account we manage.
Our technology platform simply enables us to manage your 401(k) regardless of where it is held. There is a one-time setup process where the account is connected securely so we have the proper access to make any necessary trades or rebalance the account.
We will not have the ability to change your address, request any distributions from your accounts, or open any new accounts on your behalf through the platform. We also never have access to or will be able to see your login information.
Have a question for the team at Financial Synergies? Our mission is to find financial solutions that meet your unique needs. Please contact us to learn more about our Individual 401(k) Management services.
4400 Post Oak Pkwy #200
Houston, TX 77027
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.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
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.
