Financial Synergies Wealth Advisors is a fee-only financial advisor in Houston, Texas.

We hope you explore the “Who We Are” section of the website to learn more about our firm. Each page below provides detailed information and further insight into Financial Synergies.

  • Our Firm – provides an overview of Financial Synergies and explains what sets us apart.
  • Our Team – introduces you to our financial advisors and client service specialists.
  • Client Experience – gives you insight into our process, and how we strive to provide excellent client service each step of the way.
  • FAQs – a list of frequently asked questions that may assist in your research of our firm.