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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. Their offerings include financial planning, investment management, tax planning, estate and gift planning, insurance planning, and retirement solutions tailored to individuals, families, and business owners. As fiduciary advisors, they prioritize clients' best interests without conflicts of interest from commission-based products.
The firm has been recognized as one of the top wealth management firms by various publications including Forbes and Financial Advisor Magazine. Their holistic approach integrates all aspects of clients' financial lives to create customized strategies that aim to simplify financial processes while protecting and growing assets. Clients can also benefit from specialized programs such as The Retirement Salary® for sustainable income during retirement and Pathway® for young professionals starting their financial journey.