Company Overview
Financial Synergies Wealth Advisors is a prominent fee-only financial advisory and wealth management firm established over thirty-five years ago in Houston, Texas. The firm is dedicated to providing comprehensive financial services aimed at simplifying the financial lives of a diverse global clientele that includes individuals, families, and businesses. Their primary services encompass discretionary and non-discretionary portfolio management, detailed financial planning, and investment management.
Services Offered
Comprehensive Wealth Management Solutions:
- Financial Planning: Encompasses both short-term and long-term financial goal planning.
- Investment Management: Focuses on portfolio construction, tailored investment strategies, and tax-mitigation efforts.
- Retirement Planning: Utilizes their proprietary Retirement Salary® strategy for generating retirement income.
- Tax and Estate Planning: Offers extensive tax planning, including tax-loss harvesting strategies, alongside estate and gift planning services.
- Insurance and Risk Management: Provides thorough risk assessments and insurance planning.
- Specialized Programs: Features Pathway®, designed for young professionals, as well as consultations focused on social security planning and optimization.
Company Philosophy and Client Approach
Financial Synergies Wealth Advisors operates under a strong fiduciary responsibility, adhering to the highest legal and ethical standards, ensuring client interests are prioritized above all else. The firm employs a fee-only model, steering clear of commission-based products that might create conflicts of interest, thereby providing unbiased advice that aligns seamlessly with client objectives.
Team and Leadership
The advisory team is comprised of Certified Financial Planner™ (CFP®) professionals, which are considered the gold standard in financial planning qualifications. The leadership and broader team bring over a century of collective experience in financial planning and wealth management. Key personnel include:
- Mike Booker, CFP®, ChFC, CFS®: Founding Shareholder and Senior Advisor, with over thirty years in the industry, he emphasizes objective financial advice.
- Bryan Zschiesche, CFP®, MS, MBA: Senior Financial Advisor and Shareholder, pivotal in the firm's growth over his two-decade tenure.
- Heath Hightower, CFP®: Shareholder and Senior Financial Advisor, noted for his investment advisory and personal financial planning expertise.
- Mike Minter, CFP®, CFS®: Chief Investment Officer, responsible for overseeing the firm's investment strategies and market analyses.
- Marie Villard: Director of Operations and Chief Compliance Officer, crucial for ensuring client service efficiency and regulatory compliance.
Awards and Recognitions
Financial Synergies Wealth Advisors has consistently been recognized as an Inc. Best Workplace and has maintained its ranking as a top wealth management firm by the Houston Business Journal for seven consecutive years. These recognitions illustrate their dedication to excellent service and high client satisfaction.
Contact Information
- Location: 4400 Post Oak Pkwy #200, Houston, TX 77027
- Contact: 713-623-6600
- Email: info@finsyn.com
- Office Hours: Weekdays, 8:00 AM to 5:00 PM
Financial Synergies Wealth Advisors remains committed to innovating its service delivery while fostering lasting client relationships, ensuring their financial strategies evolve in line with clients' changing needs.
Competitor Profiling
Vibrance Wealth Management
Located in Silicon Valley, Vibrance Wealth Management is an independent boutique firm focusing on financial literacy and planning importance. They emphasize goal-based investing and holistic financial planning for those with complex financial needs. Operating on a fee-based model, they avoid alignment with specific investment products to maintain integrity and client trust.
Core Wealth Management
Core Wealth Management is a fee-only fiduciary firm located in Palm Beach County, offering personalized financial planning, retirement planning, and investment management services. They minimize conflicts of interest through bespoke services aligned with client goals and circumstances, providing an integrated approach to financial planning, investment management, and tax planning.
MassMutual
A longstanding industry giant, MassMutual provides a broad range of financial products, including life insurance, retirement, and investment services, with significant assets under management and a global workforce. Established in 1851, it competes effectively in wealth advisory with its extensive service range.
Bollin Wealth Management
Located in Ohio, Bollin Wealth Management offers fee-only financial planning and investment advisory services with a focus on ethical standards and client-first methodology. Their engineering-based financial planning approach is disciplined and comprehensive.
Glassman Wealth Services
Based in Virginia, Glassman Wealth Services operates as a boutique firm with over $2 billion in assets under management. They offer personalized investment advice and comprehensive financial planning, emphasizing client relationships through a low advisor-to-client ratio for enhanced, individualized services.
Market Position
Financial Synergies Wealth Advisors competes with both boutique firms like Vibrance Wealth Management and large entities like MassMutual, highlighting a market demand for trustworthy, personalized advisory services matched with the comprehensive capabilities of larger institutions.
