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
|Firm Start Year:||1986|
|States Licensed in:||TX|
|Number of Years with Current Firm:||34|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Investment Types:||REITS, Stocks, Mutual Funds, Bonds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At your office, Via email, At my office, At your home|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA), Paladin Registry|
|Assets Managed by Firm:||$830,000,000|
|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:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets|
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 PlannerTM 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.
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. Well get to know you and what your goals are. Then, together, well create a dynamic financial plan that evolves with your ever- changing life. All of our advisors are Certified Financial Planner professionals. Well 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.
We build global portfolios that include stocks, bonds, and where appropriate, real estate and commodities. By diversifying across many different asset classes well 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. Weve 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, well create a custom investment portfolio to suit your unique goals. Once your investment plan is implemented well monitor the portfolio on a daily basis to make sure your assets are performing according to your long-term plan. Well rebalance, make adjustments, and provide tax-loss harvesting as necessary, so you never have to worry about your investments. Whats 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.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|