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35+ Years
in Business

Stability and breadth of experience to handle any situation


We put your best interests ahead of our own

$1B+ Assets Under Management

Size and scale to our clients’ benefit

Certified Financial PlannerTM Professionals

The gold standard in financial planning expertise

Total Wealth

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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