Financial Synergies Wealth Advisors is a fee-only financial advisory firm located in Houston, Texas, with over 35 years of experience in providing comprehensive wealth management services. They specialize in financial planning, investment management, tax planning, estate and gift planning, and insurance planning. Their approach is client-centric and fiduciary, meaning they prioritize their clients' best interests without any conflicts that might arise from selling products.

The firm offers tailored strategies to meet the unique needs of individuals, families, business owners, and professionals from various sectors such as oil and gas and healthcare. Their innovative programs include The Retirement Salary®, which focuses on sustainable income for retirees, and Pathway®, designed to assist young professionals with their financial journey. Financial Synergies has been recognized by Forbes among the Top RIA Firms for 2024 and maintains a commitment to simplifying clients' financial lives through ongoing support and expert guidance.