We’ve made every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience. We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your financial planning goals, or how your investment portfolio is performing.
We’ll have a series of meetings as we begin the relationship – Discovery, Planning, Investments, and 45-Day Follow-Up. Then we’ll meet with you on a regular basis to review your financial plan and investments, and answer any questions that arise. In addition, we’ll have as many calls, emails, or web conferences as you like. We want the level of communication tailored to you.
At Financial Synergies, we are committed to providing our clients with an exceptional experience. Our financial advisors are dedicated to providing comprehensive advice and service that is tailored to each clients’ individual needs and goals. Our team is trained to provide sound advice, up to date industry knowledge, and friendly customer service. We strive to make the financial planning process as easy and stress-free as possible for our clients, always keeping their best interests in mind. Our ultimate goal is to help clients reach their goals and objectives in a timely and cost-effective manner.
We’ll give you peace of mind with our total wealth management solution.
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The senior and support advisors, and financial planners are your primary relationship managers and points of contact. They will be with you through your financial planning and investing journey, every step of the way.
Constructs, analyzes, implements, manages and monitors your investment portfolio.
The custodian of your accounts - charged with safeguarding your assets. Schwab and Fidelity are the largest, and most secure, asset custodians in the world.
We collaborate with industry leaders and strategic partners to deliver some of the best-in-class services at lower costs. We work closely with your other professional advisors, such as attorneys and CPAs, to ensure your strategies are cohesive.
Operationally supports advisors and portfolio managers, making sure all your account maintenance and money movement needs are running smoothly.
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.
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.