Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them.
Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.
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Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.
Define Financial
At Define Financial, we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to those who are 10 years away from retirement. Our mission is to help you reduce taxes, make smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who have saved up at least $1 million or more in investment and retirement assets. We understand that the success of your retirement is too important to be done alone, so our team of certified financial planners are here to help you every step of the way. From investment and asset allocation advice to tax planning and charitable giving, you can trust us to provide unbiased and well informed advice as we are a fiduciary with personal liability should we give you bad advice.
Babylon Wealth Management
Babylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to helping families navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has the skills and knowledge needed to provide holistic guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.
Avier Wealth Advisors
Avier Wealth Advisors provides financial planning and investment advisory services to individual investors, families and business owners for a fee. We strive to develop strong relationships with our clients based on trust, shared values and effective investment strategies. We are dedicated to helping our clients live a more prosperous life through transparency and clarity of our work. Our services include maximizing corporate benefits, Dimensional Fund Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The information provided on this page is only for illustration purposes. Everyone's situation is different, so please consult your advisor to decide if the scenarios discussed are appropriate for you. Investment Advisory services are offered by Avier Wealth Advisors. Testimonials on this page have not been compensated for and, to the best of our knowledge, are conflict .
Mindful Money Financial Counsel
Mindful Money Financial Counsel is a Chicago-based financial advisory firm providing comprehensive, fee-only financial planning and investment advice. We strive to offer affordable and transparent solutions to meet the needs of our clients, from one-time financial advice to ongoing relationships. Our team of advisors offers budgeting, investment, insurance, employee benefits, debt, tax, retirement, education, and estate planning services. We create individualized financial plans written specifically for each client, as well as provide consultations on an hourly basis. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Lula Financial
At Lula Financial, we are dedicated to helping millennials and gen Xers achieve financial peace of mind. As fiduciaries and fee-only investment advisors, we provide financial planning services that allow people who don't have a passion for planning to have their finances taken care of. We strive to make the process as simple and stress-as possible. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.