Mike Booker, President of Financial Synergies, expressed his gratitude for the recognition, saying, “We are deeply honored to be featured in Forbes’ prestigious ranking of America’s Top RIA Firms for 2024. This achievement reflects our dedication to our clients and our commitment to excellence. We are proud of our exceptional team of professionals who work tirelessly to provide the best financial services and guidance to our clients.”

“As the Chief Investment Officer of Financial Synergies Wealth Advisors, I am incredibly proud and honored that our firm has been recognized as one of Forbes’ Top RIA Firms for 2024. This prestigious accolade reflects the dedication, hard work, and unwavering commitment of our team to providing exceptional financial guidance to our clients. We remain deeply focused on helping our clients achieve their financial goals with trust, transparency, and tailored strategies, and this recognition only strengthens our resolve to continue delivering excellence.” – Mike Minter

As an industry leader, Financial Synergies continues to set the benchmark for excellence and innovation in the financial advisory and wealth management sector. The firm’s success is attributed to its client-centric philosophy, personalized financial strategies, and a team of experienced professionals who understand the unique needs and aspirations of each client.

The Forbes ranking is an acknowledgment of Financial Synergies’ exceptional accomplishments in the financial advisory industry, and it provides clients with the confidence that they are partnering with a firm that consistently delivers outstanding service and results.

About Financial Synergies Wealth Advisors:

Financial Synergies is a leading registered investment advisory and wealth management firm that specializes in providing comprehensive financial planning, investment management, and wealth preservation services. With a commitment to transparency, integrity, and personalized guidance, Financial Synergies Wealth Advisors has built a reputation for helping clients achieve their financial goals and secure their financial future.

Comprehensive wealth management services include:

  • Retirement planning
  • General financial planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance planning
  • And more….

For media inquiries, please contact:

Mike Minter

[email protected]

713-623-6600

For more information about Financial Synergies Wealth Advisors and their services, please visit their website: www.finsyn.com

Please note that the information provided in this press release is accurate as of the date of issuance and may be subject to change.

Media Contact

Mike Minter, Financial Synergies Wealth Advisors, 1 (713) 623-6600, [email protected], www.finsyn.com

SOURCE Financial Synergies Wealth Advisors

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