Our Story
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.
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 an average of over 20 years of advisory experience and our financial professionals have advanced degrees or certifications which include an MD, MBAs, CFPs, CIMAs, CHFC, CLU and more.
Advisor
Chief Client Experience Officer
Investment Committee Member
Advisor
Director of Advisory
Investment Committee Member
Advisor
Director of Investments
Investment Committee Member
Advisor
Advisor
Advisor
Investment Committee Member
Chief Executive Officer
Chief Investment Officer
Investment Committee Member
Advisor
Advisor
Client Experience
Manager-Operations
Client Experience
Manager-Business Integrations
Client Experience
Manager-Marketing and Events
Client Experience
Associate-Scheduling
Senior Client Experience
Associate-Operations
Controller
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.
