Financial Synergies Wealth Advisors, Inc.
Financial Synergies Wealth Advisors, Inc. is a Houston, Texas-based registered investment adviser (RIA) founded in 1985. The firm provides wealth management and financial planning services, primarily serving individuals and high net worth individuals, as well as a small number of charitable organizations and pension plans. As of mid-2025, it manages over $1.3 billion in assets and employs 17–18 professionals, the majority of whom are investment-focused.
Investment Strategy
Financial Synergies Wealth Advisors, Inc. employs a disciplined, diversified investment strategy tailored to individual client goals and risk tolerances. The firm constructs portfolios using a blend of low-cost, tax-efficient ETFs and mutual funds with a focus on broad asset allocation, rebalancing, and minimizing unnecessary trading or timing. The investment process emphasizes long-term growth, fiduciary responsibility, and client education, serving primarily individuals, high-net-worth clients, and select nonprofit accounts.
Latest 13F Filing Activity
Financial Synergies Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $918M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Index FDS among other positions. Financial Synergies Wealth Advisors, Inc. reduced exposure to Palantir Technologies Inc., SPDR Series Trust, Schwab Strategic TR among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.84% | $145.5M | 234,305 | $325.96 | $620.90 | +$14.6M |
V VUG | VANGUARD INDEX FDS | 12.38% | $113.7M | 259,284 | $253.26 | $438.40 | +$18.4M |
V VO | VANGUARD INDEX FDS | 11.16% | $102.5M | 366,230 | $229.39 | $279.83 | +$8.6M |
V VTV | VANGUARD INDEX FDS | 9.85% | $90.4M | 511,708 | $123.10 | $176.74 | +$3.0M |
E EFV | ISHARES TR | 6.25% | $57.4M | 903,671 | $45.58 | $63.48 | +$4.4M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Houston, TX , United States | |
 | Chief Investment Officer | Managing Partner | Houston, TX , United States | |
T Timothy Garcia-Prats | Associate Portfolio Manager | Houston, TX , United States |