Mark F. Burns,  CFP<sup>&reg;</sup> - Financial Advisor

Mark F. Burns, CFP®

CIMA®

Managing Director

Synergy Capital Solutions

39533 Woodward Ave, Ste 105
Bloomfield Hills, MI 48304
FINANCIAL ADVISOR'S WEBSITE
(888) 363-4546
(248) 553-4500
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General

Mark Burns is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergy Capital Solutions in Bloomfield Hills, MI and the surrounding communities.

Financial Advisor Overview

Synergy Capital Solutions is a boutique wealth management practice. Our clients consist of affluent individuals and families, business owners and professionals, and non-profits and corporations. Our team utilizes four underlying fundamentals as the foundation to help drive success: People, Process, Planning Solutions and Portfolio Solutions.

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Financial Advisor Experience

Mark began his financial services career in 1982, and quickly became a widely-recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: az,ca,fl,mi,nc,tn
  • Health/disability insurance: az,ca,fl,mi,nc,tn
  • Variable annuities: ca,fl,mi,

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

SECURITIES OFFERED THROUGH HIGHTOWER SECURITIES, LLC, MEMBER FINRA/SIPC, HIGHTOWER ADVISORS, LLC IS A SEC REGISTERED INVESTMENT ADVISER.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources