Weekly insights on the markets, economy, and financial planning
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.
What’s Up With Your Bonds? (Video)
It’s no secret that most bonds have been a tough investment to stomach over the last 18 months. In this video we’ll be discussing the current environment for bonds, interest rates, the Fed, inflation, etc.
And more importantly, how this impacts your investment portfolio.
View the video below:
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Recent Posts
Beyond the S&P 500: Opportunities for Diversification
U.S. Credit Downgrade: Hype vs. Reality
Last Week on Wall Street: Markets Cringe At Returned Tariff Talk [May 27-2025]
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Shareholder | Chief Investment Officer