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Financial Synergies Wealth Advisors, based in Houston, TX, is a fee-only financial advisory firm dedicated to providing comprehensive wealth management solutions. With over 35 years in the industry, they specialize in financial planning, investment management, tax strategies, risk management, estate planning, and retirement solutions for individuals and businesses alike. Their fiduciary approach ensures that client interests are always prioritized, allowing for tailored strategies that simplify financial lives and enhance wealth.
The firm has earned recognition as one of the top registered investment advisory firms in the U.S., including spots on Forbes' Top RIA Firms and other prestigious lists. They focus on delivering a holistic wealth management experience that encompasses everything from retirement income strategies to dynamic investment portfolios. Their commitment to education is evident through resources like their financial planning guides and insightful blog posts that keep clients informed about market trends and financial strategies.