Financial Synergies Wealth Advisors, located in Houston, TX, is a premier fee-only financial advisory firm with over 35 years of experience in providing comprehensive wealth management services. The firm specializes in total wealth management, including financial planning, investment management, tax planning, estate planning, and risk management. Their client base includes families, business owners, executives, retirees, and professionals from various industries such as oil and gas and healthcare. Financial Synergies prides itself on its fiduciary responsibility to ensure that clients’ best interests always come first without any conflicts of interest associated with product sales.

The firm's commitment to simplifying clients' financial lives is reflected in its holistic approach to financial advisory services. They offer customized strategies tailored to individual goals and life stages. Services like "The Retirement Salary®," a proprietary retirement income strategy, highlight their innovative offerings for income sustainability during retirement. Recognized by industry leaders such as Forbes and Financial Advisor Magazine for excellence in wealth management practices, Financial Synergies continues to build trust with clients through transparent communication and ongoing support tailored to each client's unique needs.