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.
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.