Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm in Houston, Texas. For over 35 years we’ve been serving the financial needs of individuals, families, and businesses from around the world.

We are fiduciary, meaning we are legally and ethically obligated to put our client's interests ahead of our own. Which is exactly what we do.

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.