About Company

Financial Synergies Wealth Advisors is a fee-only fiduciary financial advisory and wealth management firm based in Houston, Texas. Founded over thirty-five years ago, the company specializes in comprehensive financial planning, evidence-based investment management, tax strategies, risk management, estate and gift planning, and retirement planning. With more than $1 billion in assets under management, Financial Synergies Wealth Advisors works with individuals, families, business owners, executives, physicians, retirees, and young professionals across Houston and nationwide. The firm’s mission is to simplify clients’ financial lives by integrating all aspects of wealth management, building tailored strategies with transparency and a fiduciary duty to put client interests first.

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