Simplify Your
Financial Life
By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams.
Simplify Your
Financial Life
By integrating comprehensive financial planning and investment management, we’ll help you grow, manage, and protect your wealth, so you can pursue your dreams.
As Featured In
Who We Are
Financial Synergies Wealth Advisors is a fee-only Financial Advisor with offices in Houston and Tyler, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Will Goodson’s Story
I’ve been with Financial Synergies Wealth Advisors since 2015 and serve as a Senior Advisor for wealth management clients. In 2019, l moved to Tyler, TX to open a Financial Synergies office serving the greater East Texas area. I’m a University of Texas at Austin graduate and a CERTIFIED FINANCIAL PLANNER™ professional.
For me, the most rewarding aspect of this profession is understanding the client’s goals and helping them achieve financial success. I help create detailed financial plans and investment strategies based on their specific circumstances.
Additionally, I’ve obtained the National Social Security Advisor (NSSA®) designation and work closely with wealth management clients to determine the most optimal strategies for taking Social Security and Medicare.
Our Team
We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.
This fiduciary duty is an important distinction. As much as advisors claim to be client-centric, most are simply not.
We work on a fee-only basis and do not sell commission-based products. This frees us from conflicts of interest when making recommendations to clients.
Will Goodson’s Story
I’ve been with Financial Synergies Wealth Advisors since 2015 and serve as a Senior Advisor for wealth management clients. In 2019, l moved to Tyler, TX to open a Financial Synergies office serving the greater East Texas area. I’m a University of Texas at Austin graduate and a CERTIFIED FINANCIAL PLANNER™ professional.
For me, the most rewarding aspect of this profession is understanding the client’s goals and helping them achieve financial success. I help create detailed financial plans and investment strategies based on their specific circumstances.
Additionally, I’ve obtained the National Social Security Advisor (NSSA®) designation and work closely with wealth management clients to determine the most optimal strategies for taking Social Security and Medicare.
Our Team
We’re a team of Certified Financial Planner™ professionals delivering objective advice and total wealth management. As fiduciary advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.
This fiduciary duty is an important distinction. As much as advisors claim to be client-centric, most are simply not.
We work on a fee-only basis and do not sell commission-based products. This frees us from conflicts of interest when making recommendations to clients.
ARE WE RIGHT FOR YOU?
Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
What We Do
As a Wealth Management firm, our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals and give you greater confidence in your future.
Specialty Programs
In addition to our traditional wealth management services, we also offer two specialty programs.
THE RETIREMENT SALARY®
Our proprietary retirement income strategy.
Income that lasts a lifetime.
PATHWAY®
Our financial planning and investment
program for young professionals.
Who We Help
Click on any of the images below to learn more.
Client Experience
We’ve made every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience. We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your financial planning goals, or how your investment portfolio is performing.
ARE WE RIGHT FOR YOU?
Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
FINANCIAL ADVISOR
TYLER, TEXAS
We have offices in Tyler, Texas and in Houston. See below for our Tyler address and contact information.
Financial Synergies Wealth Advisors is a fee-only Financial Advisor with offices in Houston and Tyler, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Will Goodson, CFP® heads up our Tyler, Texas office. Will has extensive experience and expertise in the areas of general financial planning, retirement planning, investment management, Social Security, and much more. Contact us today for all your financial needs!
Financial Synergies Wealth Advisors
100 Independence Pl., Suite 402,
Tyler, TX 75703
Contact Us
- 903-258-9600
- info@finsyn.com
- Weekdays: 8:00am to 5:00pm
Directions / Parking
Please click on the map below for directions to the Tyler, Texas office. Convenient parking lot available for clients and prospects.
Resources
Choose any of the icons below to learn more.
Blog
Weekly insights on the markets and financial planning
Videos
Collection of educational / firm videos
Newsletters
Articles on investing, the markets, planning, etc.
Recognitions
Recognized as a Top Texas Financial Advisor
e-books
Collection of financial planning ebooks
Technology
With our technology, see your complete financial picture
SUBSCRIBE TO OUR BLOG
Weekly insights on the markets and financial planning.
Recognized as a Top
Texas Financial Advisor
Paladin Registry 5 StarsThis financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services Learn More.
