Our Story
We employ a collaborative team approach in serving our clients, leveraging our multigenerational and nationwide team. Our team builds enduring relationships with our families and institutions and are honored to assist with the needs of successive generations.
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, as a solutions-based wealth management firm serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give while navigating life’s complexities. 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
Advisor
Investment Committee Member
Chief Executive Officer
Chief Investment Officer
Co-Founder
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
President
Co-Founder
Advisor
Analyst
Advisor
Advisor
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.
