Financial Synergies Wealth Advisors - Houston (TX)

5 /5 J. Fischer: I’ve been a Financial Synergies client for many, many years. My mom and dad originally introduced me to Mike Booker and Bryan Z and I’m forever grateful. Not just for the increases in my investments, but for the peace of mind they give me during turbulent times. Will Goodson is my day-to-day contact there. He is brilliant when comes to my taxes and retirement type questions. I give them a solid 5-stars!! Call them for a consultation today.

5 /5 Clay Nolen: 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.

5 /5 Dave Robbins: 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!!

5 /5 Shane Johnson: 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.

5 /5 Ian Robertson: 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.