Financial Synergies Wealth Advisors

Located in Houston, Texas

Address: 4400 Post Oak Pkwy STE 200, Houston, TX 77027, United States

Phone: +1 713-623-6600

Rating: 5

Review 1 (2024-10-28 - Rating: 5)
Weve been with Financial Synergies for the last 4.5 years and couldnt be more pleased with their management of our portfolio. Bryan and Rachel have been wonderful to work with. Professional, personable, and extremely competent. You have questions? They respond promptly! They have many notable accomplishments that reinforces the trust and confidence we have in their management of our nest egg for years to come. We highly recommend Financial Synergies Wealth Advisors!!

Review 2 (2024-10-04 - Rating: 5)
I have been a client of Financial Synergies Wealth Advisors for over 10 years, and I can confidently say that they have been an invaluable partner in managing my financial future. Bryan Zschiesche and his team consistently provide thoughtful, reliable, and personalized advice that I truly trust and value. Their attention to detail, proactive approach, and deep understanding of the markets have helped me navigate through various stages of life with confidence. I appreciate their commitment to my financial well-being and highly recommend Financial Synergies to anyone looking for a trusted and professional wealth management partner.

Review 3 (2024-10-11 - Rating: 5)
Financial Synergies Wealth Advisors is a great advisor group to work with. They are willing to take to take the time to teach you about the moves you need to make financially and not just tell you what to do with your money. It’s refreshing to find people with the patience to tell you why you should do something not just tell you what to do and say trust me. I highly recommend Bryan Z. and the Financial Synergies Wealth Advisors group.

Review 4 (2025-01-20 - Rating: 5)
FSAM has been our investment manager for over 25 years now, so we know them well and have watched them mature and grow over that time.Their knowledge of the ever changing markets is substantial and their statistical analysis is excellent. They are well informed financially and keep their eye on the geo-political changes of our time. All of this enhances their decision making and their advice guides clients to strong personal financial decision making. As the years have passed, they have been awarded numerous prestigious awards, all of which have been well earned.Their fees are not the lowest that you can find, but the extra is worth its weight in gold because of the personal service. Over that quarter of a century we have annually met with them and together planned what we would do with our funds - very important as we aged and our needs changed. Thanks in part to FSAM we now have security and financial peace of mind in our retirement.

Review 5 (2019-05-22 - Rating: 5)
My experience with Financial Synergies has been great over the past couple years. Ive worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that were on the right path. Highly recommend them!

Review 6 (2019-05-23 - Rating: 5)
Thank you to Mike Minter And the rest of the staffs at financial synergies for educating us and assisting us with our Financial stability for now and for our future and our children’s futures. Financial Synergies abundance of knowledge and expertise made us feel like they are focusing on us and they are committed to achieve and meet our financial goals. We highly recommend Financial Synergies to All. Again thank you Mike And everyone like Marie Heath Bryan Will and Mike

Review 7 (2019-05-22 - Rating: 5)
I highly recommend Financial Synergies Wealth Advisors. My interactions with the staff and Advisors is always handled professionally and timely. My wife and I find comfort knowing that the team at Financial Synergies have our best interest in mind.

Review 8 (2024-10-07 - Rating: 5)
Attention to detail and sound investment strategies. Very satisfied and confident in their ability.

Review 9 (2024-10-14 - Rating: 5)
Outstanding service. Very professional. Have worked with since 2008

Review 10 (2019-05-22 - Rating: 5)
I highly recommend Financial Synergies Wealth Advisors. I am very pleased with their service and attention to my personal financial goals.

Review 11 (2023-02-20 - Rating: 5)
Just the best, most knowledgeable and most trust worthy you can find. I’m in Boston and it’s like they are down the street from me. Thanks Mike Booker and everyone!