Three Synergy Capital Solutions Advisors Recognized as Forbes 2025 America’s Best-In-State Wealth Advisors
By Synergy Capital Solutions on April 15, 2025
We are thrilled to announce that three of our advisors have been named to the Forbes 2025 Best-In-State Wealth Advisors list.
We are very proud to celebrate the achievements of our advisors Jordann Andrusiak, CFP®, M. Alex Burns, CFP® and Eric Nahat. We celebrate their dedication and hard work to our clients, and our team. Congratulations.
“I am delighted to celebrate the achievements of not one, but three of our advisors on the Forbes 2025 Best-In-State Wealth Advisors list” said Synergy’s Mark Burns, CFP®, CIMA®, Chief Executive Officer and Co-Founder. “I am grateful to have such talented individuals as part of our team. Congratulations to Jordann, Alex, and Eric on this well-deserved recognition”



The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled though analysis of several key factors, including revenue trends, assets under management, compliance records, and industry experience of more than 48,944 nominees.