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Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors, Inc.

Tel: (713) 623-6600
4400 Post Oak Pkwy #200
Houston, TX 77027

Our Primary Goal is to Simplify Your Financial Life

Financial Synergies Wealth Advisors, Inc. | Financial Advisor in Houston ,TX


About Financial Synergies Wealth Advisors, Inc.

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.


General Information

Firm Start Year:   1986
No.of Employees:   10-19
States Licensed in:   TX
Number of Years with Current Firm:   34
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services

Investment Types:   REITS , Commodities , Exchange Traded Funds (ETFs) , Mutual Funds , Stocks , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA) , Paladin Registry


Firm Information

Assets Managed by Firm:   $690,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets



Faqs

  • What are your qualifications? What is your education background? All of our advisors are Certified Financial Planner™ professionals. This designation is considered the gold standard in the financial planning industry. We have over 80 years of combined experience in financial planning and investment management.
  • What is your approach to financial planning? We take a holistic approach to planning by incorporating all aspects of your financial life. We’ll get to know you and what your goals are. Then, together, we’ll create a dynamic financial plan that evolves with your ever-changing life. We’ll keep you on track every step of the way!
  • What services do you offer? Financial planning, investment management, wealth management, retirement planning, retirement income distribution.
  • How many clients do you currently manage? We currently serve approximately 370 clients.
  • Will you be the only person working with me? You will have a primary advisor along with their professional team. Your team will include the primary financial advisor, financial planner, portfolio manager, and client service specialist.
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

CERTIFIED FINANCIAL PLANNER™ Certificant, CFS, ChFC®, CDFA

Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. 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.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

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My Services

Financial Planning for Individuals

We provide comprehensive financial planning services for individuals and families. We can help you plan for short-term goals, like buying a new home, and long- term goals, like retirement. We take a holistic approach to planning by incorporating all aspects of your financial life. We’ll get to know you and what your goals are. Then, together, we’ll create a dynamic financial plan that evolves with your ever- changing life. All of our advisors are Certified Financial Planner™ professionals. We’ll keep you on track every step of the way!


Financial Planning for Businesses

We provide comprehensive financial planning services for businesses. We can help you tackle all your business planning needs, such as business investment management, company retirement plans, cash accounts, and insurance.


Portfolio Management

We build global portfolios that include stocks, bonds, and where appropriate, real estate and commodities. By diversifying across many different asset classes we’ll help you balance the relationship between risk and return to ensure your long-term wealth goals will be achieved. We are strategic, long-term investors, and do not engage in market timing or forecasting. We’ve extensively researched each asset class used in our portfolios, so we understand what to expect and the purpose each serves in a diversified investment allocation. As a client of Financial Synergies, we’ll create a custom investment portfolio to suit your unique goals. Once your investment plan is implemented we’ll monitor the portfolio on a daily basis to make sure your assets are performing according to your long-term plan. We’ll rebalance, make adjustments, and provide tax-loss harvesting as necessary, so you never have to worry about your investments. What’s more, we help you understand the evidence behind it all, helping you feel even more confident in the decisions we make together to best safeguard your financial future.


My Team

Mike  Booker, Shareholder
Mike Booker, Shareholder CFP®, ChFC®, CFS®
Mike started Financial Synergies more than thirty years ago with the goal of providing unbiased, objective financial advice and investment management. He knew that if he adhered to these principles, hired and trained the right people well, his firm would thrive. Mike has enjoyed meeting with existing and prospective clients over the years, helping build Financial Synergies into the firm it is today. He counsels clients on many complex areas of financial planning and investing, helping t ...more

Bryan  Zschiesche, Shareholder
Bryan Zschiesche, Shareholder CFP®, MS, MBA
In 2003, just before he joined Financial Synergies as a financial advisor, Bryan Zschiesche was pursuing an entirely different profession: Estate Law. However, when his former classmate, Heath Hightower, asked him if he was interested in joining a financial advisory firm instead, Bryan made the leap. The following weeks were a whirlwind. Bryan withdrew from law school, got married, moved to Houston, and started his career at Financial Synergies, all within a span of 30 days. Now he is a ...more

Heath  Hightower, Shareholder
Heath Hightower, Shareholder CFP®
Growing up in a farming family, Heath was fascinated by the unwavering discipline his father showed with the family's modest finances. Even though Heath went to Texas Tech University on an agriculture scholarship, he changed direction when he discovered his true calling: becoming a financial planner and helping people understand money in a better way. After graduating with a Bachelor of Science in personal financial planning, Heath joined Financial Synergies in 2003 as a Financial Advis ...more

Mike Minter, Shareholder
Mike Minter, Shareholder CFP®, CFS®
When Mike was a teen his parents opened up a mutual fund account for him, and he was instantly fascinated by the world of investing. Now, with more than 15 years of experience in the industry, he continues to bring that same enthusiasm and thirst for knowledge each and every day at Financial Synergies. Today Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a p ...more

Will  Goodson
Will Goodson CFP®
Will has been with Financial Synergies since 2015, and has worked in the industry for nearly five years. Will is the lead advisor for the Financial Synergies Pathway program, which is designed for clients in the early stages of building wealth. He also supports the advisory team by creating 401(k) allocations, designing financial plans, and determining the best strategies for clients when taking Social Security. For Will, one of the most exciting parts of working with clients ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Awards & Recognitions

Top Houston-Area Wealth Management Firms
(04/15/2016)

Houston Business Journal's ranking of Top Houston-Area Wealth Management Firms.… more


Top 300 Financial Advisers 2015
(06/01/2015)

Financial Times ranking of the Top 300 Financial Advisers in 2015.… more

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