Mike Minter
Chief Investment Officer | Managing Partner at Financial Synergies Wealth Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Financial Synergies Wealth Advisors | Chief Investment Officer | Managing Partner | Feb 2003 to Present | Investment management, financial planning, retirement planning, evidence-based investing, customized investment portfolios, advice and consultation. |
| Forbes Finance Council | Official Member | Nov 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 Aim | Mutual Fund Operations Analyst | Jul 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
Others at Financial Synergies Wealth Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Houston, TX , United States | |
T Timothy Garcia-Prats | Associate Portfolio Manager | Houston, TX , United States |
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