Experience Synergy

There’s no substitute for experience.

Our Story

The genesis of Synergy’s core business dates back to 1982 when our CEO, Mark Burns, began his investment career. Through humble beginnings, a tenacious work ethic and the mindset to always put his client’s interest ahead of his own, Mark built Synergy’s foundation.

Today, we are a boutique wealth management practice serving affluent individuals, families and businesses in almost every state within the United States. Together, we have over 150 years of advisory experience and our financial professionals have advanced degrees or certifications which include an MD, MBAs, CFPs, CIMAs, CHFC, CLU and more.

We employ a collaborative team approach in serving our clients; leveraging the experience of our first generation of advisors, enriched by the energy and innovative thinking of the next generation of team members.

Our Team

We leverage over 150 years of advisory experience, enriched by the energy and innovative thinking of the next

Chief Executive Officer
Investment Committee Director

Chief Operating Officer
Investment Committee Member

Director of Advanced Planning
Investment Committee Member

Advisor
Investment Committee Member

Advisor
VP - Investments
Investment Committee Member

Advisor

Advisor

Advisor

Advisor

Advisor Advanced Planning Team

Controller

Associate Advisor

Analyst

Client Experience Associate
Executive Assistant

Client Experience Associate

Service Solutions Associate

Service Solutions Associate

Our Partners

Our partnership with Hightower truly complements our fiduciary-driven approach in making decisions based on the interests of each client. Hightower provides a sophisticated, multi-custodian platform allowing us to align your needs to the appropriate custodian.

We utilize Fidelity Investments and Charles Schwab Institutional as our primary custodians because they offer comprehensive, reliable service coupled with well-known, service-oriented brands.

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