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Mike Minter

Mike Minter

Chief Investment Officer | Managing Partner at Financial Synergies Wealth Advisors, Inc.

Houston, TX , United States

About

Mike Minter serves as Chief Investment Officer and Managing Partner at Financial Synergies Wealth Advisors in Houston, TX, where he develops and directs the firm's overall investment strategy and supervises portfolio management. His leadership includes shaping asset allocation, risk management, and investment policy, with a focus on public equities, fixed income, and mutual funds for high-net-worth individuals and family clients.

Minter's investment expertise draws on more than two decades in financial services, beginning as a Mutual Fund Operations Analyst at Invesco Aim before joining Financial Synergies in 2003. He is an Official Member of the Forbes Finance Council since 2021 and actively contributes articles to Forbes, highlighting thought leadership in areas such as personal finance, retirement planning, and capital markets.

Mike holds a Bachelor of Science degree from Texas State University and maintains professional credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist®. He is an active member of the Houston chapter of the Financial Planning Association (FPA) and is recognized for his contributions to investment management, particularly in optimizing diversified portfolios and crafting tailored strategies for affluent clients.

Career History

OrganizationRoleDate RangeDetails
Financial Synergies Wealth AdvisorsChief Investment Officer | Managing PartnerFeb 2003 to Present
Investment management, financial planning, retirement planning, evidence-based investing, customized investment portfolios, advice and consultation.
Forbes Finance CouncilOfficial MemberNov 2021 to Present
Sharing insights on investing and financial planning with Forbes Finance Council, an invitation-only organization for successful senior-level financial services executives and leaders.
Invesco AimMutual Fund Operations AnalystJul 2000 to Feb 2003
Mutual Fund operations and administration. Working as a liaison between company retirement plans and Invesco Aim.

Education

Texas State University

1996 1999

Skills & Expertise

Alternative Investments
Financial Advisory
Accounting
Pensions
Retirement Planning
Portfolio Management
Performance Attribution
Investments
Finance
Asset Allocation
Investment Advisory
Strategic Planning
Strategy
Morningstar
Asset Managment
Equities
Wealth Management
Mutual Funds
Asset Management
Certified Financial Planner
Customer Service
Small Business
Management
Financial Reporting
ETFs
Analysis
Hedge Funds
Investment Management

Others at Financial Synergies Wealth Advisors, Inc. (2)

NameRoleLocation
Grant Ball
Grant Ball
Portfolio ManagerHouston, TX , United States
T
Timothy Garcia-Prats
Associate Portfolio ManagerHouston, TX , United States

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