Burnett Advisors Wealth Management helps individuals, families, and business owners turn their goals into reality. We work closely with our clients to build sound, tax-efficient, financial plans that reflect their priorities. Driven by a genuine passion for helping clients, our approach is built on open communication and a steadfast commitment to providing the tools and insights needed to make thoughtful decisions that reflect their vision. We stand by our clients every step of the way, helping them plan for tomorrow while making the most of today.

Who We Serve

Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task. It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss. When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.

Individuals and Families

Whether you’re in your peak earning years looking to lay a strong financial foundation, or a parent looking to provide your children with the means to achieve their educational dreams, we can help you navigate these important years to ensure you and your family’s financial success.

Pre-retirees

After years of hard work, retirement is on the horizon. As you approach the finish line, you are seeking ways to protect your assets and create a dependable plan for your golden years. Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.

Retirees

You’ve worked hard in your career and are ready for relaxation and celebration. However, the transition from a career and steady paycheck, to living on the wealth you’ve accumulated, can be filled with uncertainty. We can help ease this transition by creating a tailored retirement plan that ensures your assets are managed wisely, your income needs are met, and your financial future remains secure. 

Why Burnett Advisors Wealth Management

Our mission is to Lead, Educate, and Inspire individuals, families, and businesses to thrive while enriching their lives and the lives of others.

 

 

Relationships

Our focus is on people and the personal relationships we build with our clients.

 

Integrity

We are dedicated to being trustworthy advisors that prioritize our client's best interests.

 

Unity

Our team employs strong communication and collaboration across our business units.

 

Excellence

We aim to provide quality products and services that benefit our clients.

Our Latest Guide

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.

Download Our Latest Guide

Strategic Alliances

Burnett Advisors
Burnett & Brown PLLC