By integrating comprehensive financial planning and investment management, we'll help you grow, manage, and protect your wealth, so you can pursue your dreams. As an independent, fiduciary advisor we have the freedom to develop your financial plan and investment strategy without conflicts of interest.
We are not here to sell you products. Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. 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.
We are not here to sell you products. Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. 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.
Services
Our Team
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All of our Financial Advisors are Certified Financial Planner professionals with extensive experience in financial planning and investment management. With a combined 100+ years of experience, our advisors can handle all your financial needs. We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients.
Our Firm
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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.
Client Experience
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When you become a part of the Financial Synergies family, the relationship centers around you. 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.
Frequently Asked Questions
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We simplify our clients' financial lives. We know that time is your most valuable commodity, which is why we focus on Total Wealth Management, a holistic approach to financial planning and investment management. Whether it is planning for retirement, managing investments, or planning for college, you can rest easy knowing that we'll ensure your goals are met.
Total Wealth Management
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We don't just manage money. We integrate all aspects of your financial life, enabling us to advise on your whole picture. Wealth management is the coupling of financial planning and investment management - two inseparable components of a successful financial life. We understand that financial management extends far beyond just handling your assets, and we're with you every step of the way.
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