Financial Synergies Wealth Advisors, located in Houston, TX, is a distinguished fee-only financial advisory firm with over 35 years of experience providing comprehensive wealth management services. The firm specializes in total wealth management, which includes financial planning, investment management, tax and estate planning, risk management, and retirement strategies tailored to the unique needs of clients such as families, business owners, executives, and young professionals. Their commitment to a fiduciary standard ensures that they prioritize the best interests of their clients without the conflicts often associated with commission-based sales models.

The firm has been recognized multiple times as one of the top wealth management firms in Houston and across the U.S., earning accolades for its holistic approach to financial planning. Financial Synergies emphasizes evidence-based investment strategies and offers specialized programs like The Retirement Salary® for sustainable income during retirement and Pathway® for young professionals starting their financial journey. They aim to simplify clients' financial lives through personalized consultations and ongoing support while maintaining a focus on long-term growth and stability.