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.
|Firm Start Year:||1986|
|Name of Custodial Firm:||Charles Schwab / Fidelity|
|States Licensed in:||TX|
|Number of Years with Current Firm:||34|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Investment Advice & Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Financial Planning, Estate Planning & Trusts, Education Funding and Planning|
|Investment Types:||Mutual Funds, REITS, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via Phone, Via Email, Our Offices, Video Conference, At your office, At your home|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Firm's Number of Managed Clients:||675|
|Assets Managed by Firm:||$1,135,000,000|
|Assets Managed by Advisor:||$1000000000|
|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 Advice & Consulting
We provide ongoing financial advice and consulting on many different topics. This can include anything from buying your first home, to extensive retirement planning. You can meet with us in-person, by phone, or online, as much as you need. Its all part of our overall services. All of our advisors are Certified Financial Planner professionals.
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.
Mike Booker, Shareholder CFP®, ChFC®, CFS®
Bryan Zschiesche, Shareholder CFP®, MS, MBA
Heath Hightower, Shareholder CFP®
Mike Minter, Shareholder CFP®, CFS®
Will Goodson CFP®
|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|
Houston Business Journal's ranking of Top Houston-Area Wealth Management Firms.
Financial Times ranking of the Top 300 Financial Advisers in 2018.