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Financial Synergies Wealth Advisors, located in Houston, TX, is a premier fee-only financial advisory firm that has been helping clients simplify their financial lives for over 35 years. With a focus on total wealth management, they offer an extensive range of services including financial planning, investment management, tax strategies, estate planning, and risk management. Their team of Certified Financial Planner™ professionals is committed to providing personalized advice by adhering to a fiduciary standard that puts clients’ interests first—ensuring decisions are made without conflicts of interest.
Recognized as one of the top wealth management firms by various prestigious publications like Forbes and Financial Times, Financial Synergies leverages decades of research to create evidence-based investment strategies tailored to each client’s unique situation. Their innovative programs such as The Retirement Salary® and Pathway® cater specifically to retirees and young professionals alike. Whether you're planning for retirement or navigating through life changes, their dedicated advisors are eager to collaborate with you in crafting a robust financial future filled with confidence and clarity.