Our mission is to help our clients pursue their financial goals by developing comprehensive investment plans that incorporate investment services and thoughtful risk management strategies. We teach our clients to use logic, discipline, consistency, and patience to help increase the probability of success. We show our appreciation to our clients by providing solid advice, remarkable service, and open communication, all in a warm and welcoming environment.

Your financial goals and dreams are yours and yours alone. They require personalized attention and individualized strategies.

The Burns Investment Group strives to earn our clients' trust by taking the time to fully understand your personal situation. This allows us to make the best possible recommendations based on your needs and consistent with investment concepts such as diversification, balance, professional 
management, on-going review, and meaningful communication.

 

No matter how you acquired your net worth, such as a retirement plan distribution, the sale of your business or real estate, inheritance, or old-fashioned hard work and savings, we are here to listen to you. We hope to develop mutually beneficial relationships built on the highest level of trust, respect, and good communication.

Stifel, which was founded more than 125 years ago, is a firm built on the simple notion of “safeguarding the money of others as if it were your own.” Our team adheres to the same approach. Stifel provides us the necessary framework so we can offer our clients a wide breadth of products and services in order to work toward your long-term goals.

We have a saying around here: “Life is about relationships and experiences.” Each relationship is important to us, and we strive to earn our clients' ongoing faith by being among the most knowledgeable, caring, and trustworthy professionals in our industry. We want to be your “go-to” team, so you spend less time worrying about your finances and spend more time in building deeper relationships and creating richer experiences with your friends and family.

We have a reputation of developing very close relationships with our clients — That's why we love what we do! We hope we can do the same for you. Call us today to set up a meeting so we can get to know you better and to discuss how are services may provide value to you. 

(866) 886-7593