Financial Synergies is a fee-only Financial Advisor located in
Houston, Texas. We provide comprehensive financial planning
and investment management services. For more than thirty years
we've been serving the financial needs of individuals,
families, and businesses from around the world. When we take
on new clients they become part of our extended family, and in
the past three decades we've developed multi-generational
relationships with many of them.
We are formally structured as an independent Registered Investment Advisor, and we adhere to the highest fiduciary standard. Our clients' interests are our top priority. We work on a fee-only basis and do not sell commission-based products. This enables us to be objective and free from conflicts of interest when making recommendations to clients.
Our Advantage Fee-only: We are paid only by our clients. Most firms in our industry operate on a commission-based or fee-based approach. Commission-based firms get paid on the financial products they sell, and fee-based firms combine commissions and fees. There are huge conflicts of interest when advisors get paid by the product company providers. We simply do not engage in this.
Fiduciary: We took a Fiduciary oath to act in the best interests of our clients at all times.
Holistic: We look at your whole picture. We don't just manage money. We provide comprehensive financial planning and investment management to create a total wealth management experience for our clients.
Boutique: We are a highly specialized financial advisory firm offering customized services, and our clients experience a high-touch relationship.
Firm Start Year
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Advisory Services Provided
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Financial Organization Memberships
Firm's Number of Managed Clients
Assets Managed by Firm
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts