Experience Synergy

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.