Your Pathway to Building Wealth

Pathway® is a financial goals-based investment program designed for people in the early stages of building wealth. Developed and overseen by the experienced Certified Financial Planner™ professionals at Financial Synergies Wealth Advisors, Pathway® creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth. This program is ideal for clients who don’t have a need for our total wealth management services at this stage in life, but want to start investing today.


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Financial Synergies Pathway®

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Our technology enables you to view your entire financial picture in one place.

Get Personalized

Receive ongoing advice and planning from a Certified Financial PlannerTM.


We’ll design and manage an investment portfolio to achieve your long-term goals.


How Pathway® Works

The Pathway® program includes investment management, financial planning, and consultation. We analyze your financial situation and risk tolerance to construct a practical investment plan that will help you reach your goals.

Personal Financial Planning

Investment Management

Combining commission-free, low cost ETFs with our disciplined rebalancing strategy, Pathway® provides a sophisticated investment portfolio durable enough to endure any market cycle. Upon implementation of the allocation we handle all aspects of portfolio management, including monitoring, rebalancing, tax-loss harvesting, and investment analysis.

We’ll meet with you regularly in person, by phone, or online to review your portfolio and financial plan. Pathway® helps you organize and simplify your financial life. Our experts are here to ensure your long-term goals are achieved.

Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA), and we are held to a fiduciary standard. We put your interests ahead of ours, and work on a fee-only basis. We are not here to sell you products.

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Pathway® Fees

Account Balance
Under $250,000

Recurring Monthly Fee

$198 / Month

Ongoing deposits into managed account required

Account Balance
Greater Than $250,000

Asset-Based Fee

Up to $1,000,000:

Above $1,000,000:

*For accounts greater than $250,000 you only pay the asset-based fee. You do not pay the $198 / month.

**All investment management and financial planning services are included. No additional fees apply.