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.
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 |