Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Meet the shareholders and learn about our roles and experience. We’ve built an amazing team of professionals and would be honored to service your wealth management needs.
Being an independent wealth management firm in Houston allows us to serve as your ally. Unlike “fee-based” or “commission-based” firms, Financial Synergies is “FEE-ONLY.” We are only paid by you. We never receive commissions or compensation from product providers, providing reassurance that you’re getting unbiased advice.
As a fiduciary, we are legally responsible for acting solely in your best interest. Our team never sells products or receives commissions, so you only receive our best advice, free from the conflicts of interest that are so prevalent in the financial industry.
We are a highly specialized financial advisory firm offering customized financial solutions and a high-touch relationship. We provide the resources and expertise of a large wealth management firm, without sacrificing client service and communication.
We look at your whole picture. We don’t just manage money. We combine comprehensive financial planning and investing to create a total wealth management experience. You can rest easy knowing we’ve got you covered with expert financial advisory services.
Our relationships are long-term and collaborative in nature. You can depend on us to deliver objective advice and guidance throughout your life. Rather than only hearing from us at opportune times, we’ll deliver ongoing, proactive discussions about your goals and progress.
At Financial Synergies Wealth Advisors, we go beyond just managing your investments – we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise on your whole picture.
The high-touch wealth management and financial advisory experience we provide includes a diverse suite of wealth solutions customized to fit the needs of your unique situation:
Of course, you will have a dedicated financial advisor – but with our team approach to wealth management you will not be relying solely on your advisor’s knowledge to propel your financial plan and investment portfolio to success.
Over the years we’ve developed a talented team of financial professionals including financial advisors, financial planners, MBAs, tax and estate planning strategists, portfolio managers, investment analysts, and social security experts to ensure your financial goals are accomplished.
All our senior financial advisors have attained the “gold standard” designation of Certified Financial PlannerTM.
And we have centralized departments in the areas of:
This allows us greater efficiency and expertise across the various areas of the total wealth management experience.
We will always coordinate with your CPA, estate attorney, or insurance agent to make sure we deliver a truly holistic and cohesive financial plan. You can think of us as your financial “quarterback.”
We are held to the fiduciary standard of care and are 100% committed to acting solely in your best interests. Firms that follow the fiduciary standard of care — like the fiduciaries at Financial Synergies — are legally required to make recommendations that are in the client’s best interests only — disregarding what may benefit the advisor or the firm overall.
Not only are we “legally” required to act in your best interests, but we feel ethically and morally obligated to act in this manner at all times. At Financial Synergies, there is no other way to do business.
Why is all this important?
As fiduciary financial advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.
This fiduciary duty is an important distinction. As much as financial advisors claim to be client-centric, most are simply not.
We work for our clients on a fee-only basis and do not sell commission-based products. We do not answer to a larger company or brokerage firm. Period.
This frees us from conflicts of interest when making financial planning and investment portfolio recommendations to clients.
There are some things we cannot control, like the direction of the markets, financial crises, or the next major geopolitical event. But we can control how we develop investment portfolios, employ tax-mitigation strategies, customize financial plans, and the levels of risk taken.
We always strive to construct portfolios in the most cost and tax-efficient manner possible. We look for investment vehicles and securities with minimal turnover, low internal expenses, and solid risk-adjusted returns. When trading client accounts, we are very tax-sensitive and take advantage of tax-loss harvesting opportunities whenever possible. These factors contribute directly to your total net return.
We collaborate to develop your overall financial plan and strategy with a holistic, cohesive approach. This allows us to tailor your risk management strategy to consider the risk across all areas of your financial plan including your investments, taxes, business, retirement, estate, and more.
Check out a day in the life of the Financial Synergies Team with a virtual tour of our office.
We hope you enjoy taking a quick tour of our office and meeting the people who will be taking care of you, and your finances. We have a great staff of very knowledgeable professionals ready to go above and beyond for you.
We try to keep it loose around here. You’ll find we have a relaxed, non-intimidating atmosphere that will put you at ease. Just because we work in financial services doesn’t mean we can’t have a little fun!
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.
