Simplify Your Financial Life with Help from a Trusted Financial Advisor…

Take the next step toward total confidence in your financial future.

At Financial Synergies Wealth Advisors, you’ll get a financial advisory team that will guide you through every stage of your life by creating a custom financial plan and investment strategy that fits you – and the goals you want to achieve.

2020FINANCIAL TIMES

Top U.S. Registered Investment Advisors

2022HOUSTON BUSINESS JOURNAL

Top Wealth Management Firm

If you’d like to learn more about our firm, you can access our full website here.

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Partner with a Fiduciary Financial Advisor Who Puts Your Interests First.

Financial Synergies Wealth Advisors is a fiduciary, fee-only advisory and wealth management firm. With us you’ll get objective, prudent advice – free from the inherent conflicts of interest you’ll find with many other firms. We are not here to sell you financial products.

Fee-Only
Fiduciary

We put your best interests ahead of our own

35+ Years
in Business

Stability and breadth of experience to handle any situation

Certified Financial PlannerTM Professionals

The gold standard in financial planning expertise

Total Wealth
Management

Full range of financial planning and investment services

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX  77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. 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 in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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