What departments does Financial Synergies Wealth Advisors have?

Financial Synergies Wealth Advisors has employees across 2 departments including Finance, Operations.

What is the largest department at Financial Synergies Wealth Advisors?

The largest department at Financial Synergies Wealth Advisors is Finance with 2 employees.

Where are Financial Synergies Wealth Advisors employees located globally?

Financial Synergies Wealth Advisors has employees across 3 continents and 3 countries including Morocco, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Financial Synergies Wealth Advisors's team size changed over time?

Financial Synergies Wealth Advisors's team has grown from approximately 21 to 23 employees based on available data.

Financial Synergies Wealth Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Financial Synergies Wealth Advisors is a Houston-based financial services firm that provides holistic wealth management for individuals, families, and businesses. Operating as a fee-only advisor and independent registered investment adviser, the firm combines thorough financial planning with investment management to help clients pursue their goals. Its client relationships often span generations, and the firm serves clients from around the world, reflecting a broad geographic reach.

As a fiduciary and fee-only practice, the firm places clients' interests ahead of any product sales and avoids commission-based offerings. It relies on CERTIFIED FINANCIAL PLANNER™ professionals to deliver an integrated approach that combines planning with investment management. Based in Houston, Texas, the firm has operated for more than four decades, establishing a long-standing independent presence in the financial services sector.

Financial Synergies Wealth Advisors Global Highlights

North America
50

United States Of America
50

Africa
4

Morocco
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Financial Synergies Wealth Advisors's Leadership

I. R.
Partner And Financial Advisor At Financial Synergies Wealth Advisors, Inc
Mobile Phone
Email
A. S.
Regional Manager
Mobile Phone
Email
T. G.
Associate Portfolio Manager
Mobile Phone
Email
D. L.
Senior Portfolio Advisor
Mobile Phone
Email
W. F.
Investment Advisor Representative
Mobile Phone
Email

Financial Synergies Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Sales
Accounting
Administrative
Other

Contact profiles from Financial Synergies Wealth Advisors

Name

Title

Contact Info

Location

Last Update

I. R.
Partner And Financial Advisor At Financial Synergies Wealth Advisors, Inc
Mobile Phone
Email
Oct 22, 2024
A. S.
Regional Manager
Mobile Phone
Email
Oct 16, 2024
T. G.
Associate Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
D. L.
Senior Portfolio Advisor
Mobile Phone
Email
Oct 23, 2024
W. F.
Investment Advisor Representative
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Financial Synergies Wealth Advisors known for?

Financial Synergies Wealth Advisors was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-713-623-****

. Explore Financial Synergies Wealth Advisors's company overview page for more information.

What is Financial Synergies Wealth Advisors's most common email format?

Financial Synergies Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Synergies Wealth Advisors email formats with LeadIQ.

How many employees does Financial Synergies Wealth Advisors have currently?

Financial Synergies Wealth Advisors has approximately 30 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Financial Synergies Wealth Advisors's key employees and leadership?

As of July 2026, Financial Synergies Wealth Advisors's key employees include:

Partner And Financial Advisor At Financial Synergies Wealth Advisors, Inc: I. R.
Regional Manager: A. S.
Associate Portfolio Manager: T. G.
Senior Portfolio Advisor: D. L.
Investment Advisor Representative: W. F.

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Financial Synergies Wealth Advisors Employee Directory

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