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Financial Synergies Wealth Advisors, based in Houston, TX, is a leading fee-only financial advisory firm that specializes in total wealth management services. With over thirty-five years of experience, their dedicated team of Certified Financial Planner™ professionals is committed to simplifying your financial life through comprehensive financial planning and investment management. They offer a range of services including retirement planning, tax strategies, estate planning, and risk management tailored to meet the unique needs of individuals, families, and business owners alike.
Recognized as one of Forbes' Top RIA Firms for two consecutive years, Financial Synergies prides itself on its fiduciary duty to clients—ensuring that their best interests are prioritized without conflicts of interest. The firm’s proprietary programs like The Retirement Salary® and Pathway® for young professionals demonstrate their commitment to providing innovative solutions that help clients achieve long-term financial confidence. With over $1 billion in assets under management, they leverage decades of research-driven investment strategies to deliver well-diversified portfolios that align with your goals. Experience peace of mind and a brighter financial future by partnering with Financial Synergies Wealth Advisors today.