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Our Mission

To fiercely advocate for the wealth of our clients and for using that wealth in seeking to elevate their relationships and experiences. We develop long-term client relationships that seek to deliver immense value through wealth management, tax-aware investment strategies, retirement analysis, philanthropic strategies, risk management, and more.
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The Successful Investor Mindset

Successful investors are built differently than those that are less successful.  They have certain characteristics regarding how they view and use money that makes them more disciplined, consistent, and patient.  We use these characteristics and other principles of behavioral finance in seeking to elevate the wealth management of our clients.

Our Philosophy

Our Services

High-level wealth deserves high-level planning.  In addition to a plethora of products and wealth management tools, our team focuses on six key services for high net-worth families and individuals.

Our Services

Burns Insights

Our team is proud to personally write our quarterly newsletter.  We always begin the writing process with this question:  What do our clients need to hear right now?

2nd Quarter 2024 Burns Insights

218 Days: Wake Me Up When It’s Over

By Robert Burns

Can you guess what I am talking about?  Well, it sure isn’t Christmas! 

It’s everyone’s favorite quadrennial event, the Presidential Election.  Yeah!  What will this year’s election hold in store? The last one was so fun and uneventful (read sarcasm).  Yeesh! 

Newsletter

1ST QUARTER | 2024

Financial Resolutions for the New Year

by Noah Burns

Each January, I spend some time thinking about goals, resolutions, or other life change. For a number of years, I also tried to pick a new skill to learn during the year ahead. I brewed beer (it was bad); I skateboarded (also bad); I took some golf lessons; and I taught myself to use power tools and fix stuff around the house (still have all my fingers). The last few years have been devoted to learning about fatherhood and how to be a good dad to my two girls.

Newsletter

4TH QUARTER | 2023

Drowning in Data

By Noah Burns

For a lot of my career, I thought that my generation (millennials) would be more likely to handle investments themselves. Do-it-yourself (DIY) investing isn’t exactly new, but my generation grew up in the information age. Most DIY options rely heavily on tech platforms and internet savvy, so I figured us millennials would feel confident handling things on their own.  After all, the totality of human knowledge has always been at our fingertips, and we were taught at a young age how to effectively access this information.

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