Our primary goal is to simplify your financial life.
Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty 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 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.
Take the Two-Minute Tour of Our Office
Two Minute Tour
Financial Advisors | Houston, TX
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!