Financial Synergies Wealth Advisors

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.

Financial Synergies Wealth Advisors is formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients’ interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients.

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Advisors at this Office

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This Office

4400 Post Oak Pkwy # 200 Houston, TX 77027-3421 Phone: (713) 623-6600

Primary Office

4400 Post Oak Pkwy # 200 Houston, TX 77027-3421 Phone: (713) 623-6600