Financial Synergies Wealth Advisors is a fiduciary financial advisor that specializes in comprehensive financial planning and investment management.

Financial Synergies Wealth Advisors

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Director of Operations | Chief Compliance Officer | Chief Technology Officer

Marie Villard

Chief Investment Officer | Shareholder

Mike Minter, CFP, CFS

Principal

Mike Booker

Associate Portfolio Manager

Grant Ball

Program Manager

Susie Miller

Timothy Garcia-Prats

Associate Financial Advisor

Brock Hedgecoke

Banking and Wealth Management

Bryan Zschiesche, CFP, MS, MBA

Sales and Support

Dane Spencer

Financial Advisor

David Wanja, Jr., CFP

Greater Houston Area Companies With Fewer Than 100 Employees (Top 10K)

Houston Financial Services Companies

Houston Companies With More Than 10 Employees (Top 10K)

Insurance Companies With More Than $1M in Revenue (Top 10K)

Financial Synergies Wealth Advisors offer insurance, tax planning, wealth and investment management services.

Houston

Texas

United States

North America

Kenya

Africa

India

Asia

Switzerland

Europe

Spain

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Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm based in Houston, TX, specializing in total wealth management services, including comprehensive financial planning and investment management.

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Financial Synergies Wealth Advisors