“As an independent, fiduciary advisor we have the freedom to develop your financial plan and investment strategy without conflicts of interest. I help create detailed financial plans and investment strategies based on their specific circumstances. Weekly insights on the markets and financial planning. We can meet by phone, in-person, or online. Contact Us. Decades of research guide our strategy. We have offices in Tyler, Texas and in Houston. In addition to our traditional wealth management services, we also offer two specialty programs. By pressing "Speak to an advisor" you agree to the terms & conditions of We are excited to announce the merger of GYL Financial Synergies and Resnick Advisors, effective January 1, 2019. Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Tyler, TX. We build investment portfolios based on the science of the financial markets. A financial advisor will be in contact shortly. Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. Contact us today for all your financial needs! This field is for validation purposes and should be left unchanged. We offer a free, no-obligation consultation Financial Synergies Wealth Advisors offers comprehensive financial planning and investment management services designed to help you grow, manage and protect your wealth. Income that lasts a lifetime. “We don’t just manage money. Methodology. Financial Synergies Wealth Advisors 100 Independence Pl., Suite 402, Tyler, TX 75703. Please click on the map below for directions to the Tyler, Texas office. © 2020 Financial Synergies Wealth Advisors. This frees us from conflicts of interest when making recommendations to clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals and give you greater confidence in your future. We can meet by phone, in-person, or online. Ric Edelman. We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your financial planning goals, or how your investment portfolio is performing. In 2019, l moved to Tyler, TX to open a Financial Synergies office serving the greater East Texas area. Find out if we’re a good match for your needs. Are We Right for You? Client Login Our financial planning and investment Financial advisor firm Financial Synergies Wealth Advisor, Inc. is a Houston, Texas-based company serving individuals and institutions on a fee-only fee basis. For me, the most rewarding aspect of this profession is understanding the client’s goals and helping them achieve financial success. As much as advisors claim to be client-centric, most are simply not. Site development: Midstream Marketing, Investopedia 100 Top Financial Advisors of 2020, Better to Leave Politics Out of Investing. As much as advisors claim to be client-centric, most are simply not. Your advisor is here to help. In addition to our traditional wealth management services, we also offer two specialty programs. *Your email will be kept completely private. This fiduciary duty is an important distinction. We specialize in wealth management services, including comprehensive financial planning and investment management. By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams. We offer a free, no-obligation consultation I’ve been with Financial Synergies Wealth Advisors since 2015 and serve as a Senior Advisor for wealth management clients. 4400 Post Oak Pkwy #200 Houston, Texas, 77027 our privacy policy. We specialize in wealth management services, including comprehensive financial planning and investment management. Form ADV | Form CRS | Privacy Policy | Disclosure © 2020 Financial Synergies Wealth Advisors. Weekly insights on the markets and financial planning. Site development: Midstream Marketing, Investopedia 100 Top Financial Advisors of 2020, Better to Leave Politics Out of Investing. Get special offers, advice and tips from Retirement Living delivered to your inbox. You also authorize Retirement Living and its affiliates in the financial Financial Synergies Wealth Advisors, Inc. Houston, TX. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. to help us get to know each other. to help us get to know each other. As a Wealth Management firm, our primary goal is to simplify your financial life. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses. Additionally, I’ve obtained the National Social Security Advisor (NSSA®) designation and work closely with wealth management clients to determine the most optimal strategies for taking Social Security and Medicare. All Rights Reserved. Combining a proven, evidence-based investing strategy with ongoing research and management, we will build an investment portfolio that aligns with your goals. We’ve made every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience. This financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services. We offer a free, no-obligation consultationto help us get to know each other. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams. Will has extensive experience and expertise in the areas of general financial planning, retirement planning, investment management, Social Security, and much more. I’m a University of Texas at Austin graduate and a CERTIFIED FINANCIAL PLANNER™ professional. Our proprietary retirement income strategy. We work on a fee-only basis and do not sell commission-based products. Services include financial planning, investment management, 401(k) management, planning for insurance and estates, company retirement plans and more. advisor sector to communicate with you regarding your options, including by pre-recorded Virginia. … We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. All Rights Reserved. Choose any of the icons below to learn more. Get in Touch Financial Synergies Wealth Advisors Find out if we’re a good match for your needs. The firm currently has more than $768 million in assets under management (AUM). We are not here to sell you products.”. Recognized as a Top Texas Financial Advisor, With our technology, see your complete financial picture. enabling us to advise on your whole picture.”. Financial Synergies Wealth Advisors is a fee-only Financial Advisor with offices in Houston and Tyler, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. to help us get to know each other. This frees us from conflicts of interest when making recommendations to clients. Convenient parking lot available for clients and prospects. Financial Synergies Wealth Advisors CERTIFIED FINANCIAL PLANNER™ Certificant, CFS, ChFC®, CDFA Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. Financial Synergies Wealth Advisors is a fee-only Financial Advisor in Houston, TX. messages and texts; however, you do not need to consent to this to use our service. Our proprietary retirement income strategy. Weekly insights on the markets and financial planning. Will Goodson, CFP® heads up our Tyler, Texas office. We offer a free, no-obligation consultation Articles on investing, the markets, planning, etc. Income that lasts a lifetime. 4400 Post Oak Pkwy #200 See below for our Tyler address and contact information.

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