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About Financial Synergies
Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm based in Houston, Texas. With over 35 years of experience, they have provided financial services to individuals, families, and businesses not only in the local area but also around the world.
The company prides itself on building long-term relationships with its clients, with many of them being part of their extended family for multiple generations. Their approach centers on simplifying their clients' financial lives and helping them achieve their goals.
Financial Synergies offers a comprehensive range of services under the umbrella of Total Wealth Management. This includes holistic financial planning and investment management, ensuring that all aspects of their client's financial well-being are considered. Their team comprises Certified Financial Planner™ professionals and advisors who work closely with clients to create personalized plans and investment strategies tailored to their needs.
Its commitment to putting clients' interests first sets Financial Synergies apart. As an independent Registered Investment Advisor (RIA), they adhere to the highest fiduciary standard. This means that client interests are always prioritized above anything else. Additionally, the company operates on a fee-only basis and does not sell commission-based products. This allows them to provide unbiased advice and develop financial plans without any external influence.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Wealth Management
- Financial Planning
More about Financial Synergies
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 105643 | 15 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Financial Synergies.