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.
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
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I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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