Tax-centric wealth management
Grow and preserve your wealth.
A good life doesn’t plan itself. Be confident that you are taking advantage of every opportunity with investment management, tax planning, and long-term financial planning.
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A single team to protect and grow your wealth with tax-efficiency.
You benefit from cohesive and coordinated advice. Get access to a team of fiduciaries: certified financial planners, credentialed investment professionals, and our in-house CPA advisory*.
*Tax preparation services offered through Burney Tax Advisors LLC
The three pillars of wealth management:
Financial Planning
Grow and preserve your wealth with ongoing, long-term planning that takes into account your entire financial picture.
Investment Management
Get insight from a team of credentialed professionals who have a five-decade track record of constructing forward-looking portfolios.
Tax Planning
Anticipate and strategically address potential tax scenarios before they happen, with advice aligned to your overall financial goals.
Financial Planning
Grow and preserve your wealth with ongoing, long-term planning that takes into account your entire financial picture.
Investment Management
Get insight from a team of credentialed professionals who have a five-decade track record of constructing forward-looking portfolios.
Tax Planning
Anticipate and strategically address potential tax scenarios before they happen, with advice aligned to your overall financial goals.
Here's our process:
Discovery Meeting
We are about relationships first. Let us answer your questions and listen to what you’d like to achieve, and we’ll let you know how we can help.
Financial Plan Implementation
Offload the burden and complexity to us, so you can meet your financial goals while focusing on other parts of your life. Know your wealth is in caring and competent hands.
Custom Financial Roadmap
Your financial success requires more than run-of-the-mill advice. Even before becoming a client, we look for opportunities and present you with next steps, tailored to your unique goals.
Dedicated Financial Team
Enjoy seamless communication across a cohesive team of financial professionals, including our in-house tax advisory group.
Discovery Meeting
We are about relationships first. Let us answer your questions and listen to what you’d like to achieve, and we’ll let you know how we can help.
Custom Financial Roadmap
Your financial success requires more than run-of-the-mill advice. Even before becoming a client, we look for opportunities and present you with next steps, tailored to your unique goals.
Financial Plan Implementation
Offload the burden and complexity to us, so you can meet your financial goals while focusing on other parts of your life. Know your wealth is in caring and competent hands.
Dedicated Financial Team
Enjoy seamless communication across a cohesive team of financial professionals, including our in-house tax advisory group.
Work with a nationally recognized team of fiduciaries.
Hear from our clients
Looking to take the first step? Set up your discovery meeting.
