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Financial Synergies Wealth Advisors Logo

Financial Synergies Wealth Advisors

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4400 Post Oak Pkwy. #200, Houston, TX 77027
 www.finsyn.com

Financial Synergies Wealth Advisors, based in Houston, TX, is a distinguished fee-only financial advisory firm with over 35 years of experience in delivering comprehensive wealth management services. Specializing in total wealth management, they offer a range of services including financial planning, investment management, tax strategies, estate planning, and retirement plans aimed at individuals, families, and business owners. Their fiduciary approach ensures that they prioritize the interests of their clients above all else, fostering a trust-based relationship without conflicts of interest.

The firm has earned accolades such as being recognized on Forbes' list of Top RIA Firms for 2024 for the second consecutive year, highlighting their commitment to excellence in financial advisory services. Financial Synergies employs evidence-based investment strategies to build low-cost and tax-efficient portfolios while providing tailored advice that aligns with each client’s unique goals. Their holistic approach simplifies clients' financial lives by integrating all aspects of wealth management into a cohesive strategy ensuring peace of mind and confidence in achieving desired financial outcomes.