Overview: Financial Synergies Asset Management

Financial Synergies Asset Management was recently ranked by AdvisoryHQ News as a top-rated financial advisory firm in Houston, Texas. 

In the sections below, we provide a detailed overview, including the key factors that enabled this firm to be ranked as one of the top financial advisory firms in Houston, TX.


Intro: About AdvisoryHQ News

AdvisoryHQ News is a fast-growing global online news media that provides extensive research, reviews, and rankings of firms and products.

Searching for top-rated firms, services, and products can be a daunting undertaking for a consumer, especially if that consumer is unfamiliar with the landscape. AdvisoryHQ is committed to simplifying the research that consumers conduct before choosing a top provider, firm, service, or product.    

Our review and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed by AdvisoryHQ until after our reviews have been completed and published to the public.

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Overview of Financial Synergies Asset Management

Financial Synergies Asset Management is an independent Registered Investment Advisor, wealth management firm, and financial advisor located in Houston, TX, that specializes in offering general financial planning, investment management, and retirement planning services to its clients.

Although the firm is based in Houston, Texas, Financial Synergies works with clients in different states and countries. It has developed an efficient strategy of keeping in touch with clients across the U.S. via:

  • Virtual meeting (Skype or GoToMeeting)
  • Highly secure online client vault to store and exchange sensitive financial documents
  • 24-hour access to its Wealth360° program so clients can examine their financial plans and see their financial lives all in one snapshot
  • The firm’s website is maintained weekly with blog updates, briefings, and announcements

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What Makes Financial Synergies Really Special? Click Below:

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Types of Clients

As one of the top-rated financial advisors, Financial Synergies Asset Management draws its clients from across a broad spectrum of the investment universe.

The firm's client base range from younger investors with aggressive (high-growth/high-risk) appetite to older, more mature retirees and those close to retirement who seek portfolios that provide a steady stream of income.

Client Type

Image Source: Main client types

With a key goal of simplifying the financial lives of its clients, Financial Synergies has operated for over 30 years and specializes in offering financial planning, investment management, and retirement planning services.

Recognitions

Throughout the 30+ years that Financial Synergies Asset Management has been in business, it has received numerous awards and recognitions from some of the financial industry’s most revered institutions, including:

  • Top Wealth Management Firms in Houston, TX (2016 and 2017): by AdvisoryHQ
  • Nation’s Top Financial Advisors: by Worth magazine (1996, 1997, 1998, 1999, 2001, 2002, and 2003)
  • Top Wealth Managers: by Wealth Manager magazine (2005-2008)
  • America’s Top Financial Planners: by Consumers’ Research Council of America (2006-2012)
  • Five Star Wealth Managers – Best in Client Satisfaction: by Texas Monthly magazine (September 2009)
  • Ten Most Dependable Wealth Managers of Texas: by Goldline Research (featured in Texas Monthly and Forbes’ magazines 2006-2012) 
  • The Up-And-Comers: by InvestmentNews magazine (May 2010)

Key Factors That Enabled This Firm to Rank as a Top 2017 Wealth Advisory Company

The following factors were instrumental in Financial Synergies Asset Management being rated as a top 2017 wealth management firm in Houston.

Proven Track Record:

With a 30-year track record, Financial Synergies Asset Management has been serving the financial needs of individuals, families, and businesses around the world.

The firm’s proven track record is supported by the multi-generational relationships that clients continue to maintain with the firm. This track record means clients are able to benefit from the experiences of a team of highly seasoned financial advisors and planners.

Financial Synergies Asset Management’s Dedicated Team Strategy

Financial Synergies Review

Image Source: Financial Synergies Asset Management

Independent Advice:

Financial Synergies Asset Management is an independent Houston financial advisor with no commission-based affiliations to any financial institution or wealth management business. Due to this level of independence, the firm’s advisors are able to deliver unbiased, conflict of interest-free advice to their clients.

Most importantly when you become a part of the Financial Synergies family, the relationship centers around you.

Financial Synergies strives to ensure that, from your first year as a client and beyond, it delivers a truly superior client experience.

Financial Synergies’ Client Calendar

Meeting 1-min

Meeting 2-min

Meeting 3-min

Click here for more information: Client Experience

Fee-Only Investment Advisory Firm:

Since Financial Synergies Asset Management is not owned by a broker-dealer, major financial firm or financial product vendor, the company relies solely on advisory revenue generated through client engagements.

As a fee-only financial advisor in Houston, Financial Synergies Asset Management is able to deliver true value to its clients by placing their interests above all others. 

Financial Synergies Asset Management’s fee-only structure gives it the freedom to develop objective financial planning and investment strategies for its clients without outside influence.

Fee Options

As a dynamic fee-only financial advisor and investment manager, Financial Synergies offers its clients the below fee options:

  • Asset-based fee
  • 401(k) advised account fee

Where applicable, clients may also qualify for certain fee discounts based on the current value of their portfolios.

Certified Financial Planners (CFPs):

The firm’s advisors carry the Certified Financial Planner (CFP™) designation, which is proof of an individual’s demonstrated skill, education, and ability to deliver advice to the highest professional standards within the financial industry.

The CFP™ Board independently enforces these standards across the industry.

Financial Synergies Asset Management has a dedicated Client Service Team to ensure that it maintains a strategy of going above and beyond for its clients.

Please click on the individual biographies below to learn more about Financial Synergies Asset Management team members, their roles, and responsibilities.

Financial Synergies - Mike Booker-min-min Financial Synergies - Bryan Zschiesche-min-min Financial Synergies - Heath Hightower-min-min Financial Synergies - Mike Minter-min-min

Financial Synergies - Will Goodson-min-min Financial Synergies - Marie Villard-min-min  Annette Gibson - Financial Synergies-min-min

Image source: Financial Synergies Asset Management

Registered Investment Advisors (RIAs):

Financial Synergies is a Registered Investment Advisor in Houston whose advisors provide non-affiliated, unbiased advice to its clients. As an RIA, the company is registered and regulated by the U.S. Securities and Exchange Commission (SEC) to deliver independent advice to its clients.

Fiduciaries to Clients:

As RIAs, the company is subject to the provisions of the Investment Advisers Act of 1940, which mandates a fiduciary duty to its clients. Simply put, this means that the firm is legally and professionally bound to put a client’s interest above those of the firm or its individual advisors. 

Next Steps

Is Financial Synergies the right fit for you? Click here to fill out a web form. You’ll receive an email from a Financial Synergies financial advisors to schedule your free initial consultation. There is no obligation; this objective is just to determine if or confirm that you and Financial Synergies are a good match.

You can connect with Financial Synergies via the below contact information.

  • Financial Synergies
  • 4265 San Felipe St, Suite 1450
  • Houston, TX 77027
  • Phone 713-623-6600
  • Office Hours: Weekdays (8:00 am to 5:00 pm)
  • info@finsyn.com

Find out More

For additional information, you can also review the firm’s Form ADV by clicking here: Financial Synergies Asset Management Form ADV – Firm Brochure.

If you have any questions about the contents of the firm’s Form ADV, please contact Mike Minter at 713-623-6600 or mminter@finsyn.com. Please note that the information in the Form ADV brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

ADV Form - FSAM-min

Image Source: Financial Synergies Asset Management

Financial Synergies’s Disclosure

While Financial Synergies believes the above information to be accurate and reliable, it does not claim or have responsibility for its completeness, accuracy or reliability. Any statements provided by Financial Synergies regarding future expectations, estimates, projections, and other forward-looking statements are based on available information and Financial Synergies’s views as of the time of these statements.

Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility.  International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Past performance is not indicative of future results.

None of the material contained above or on Financial Synergies’s website (http://www.finsyn.com/) is intended as a solicitation or offer to purchase or sell a specific mutual fund or any other investment. There are no warranties, expressed or implied, as to accuracy, completeness or results obtained from content posted on this or any linked website.

Readers should consult with appropriate advisors before making investment decisions.

For more information, click here: Financial Synergies’s Disclosure.


Copyright © 2017 AdvisoryHQ News

The firm(s) reviewed above or its affiliates did not assist in the preparation of this review or reprint. This review was independently conducted by AdvisoryHQ. Click here for information on our objective standards: AdvisoryHQ’s Objective Approach.