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Clinton Burch

Advisor at Clinton Burch Financial Planning

Updated today

Location

Bloomfield, IN

Credentials

Series 65

Industry experience

6 years

About

Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.

Client services

Based on Clinton Burch Financial Planning

Financial planning Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Clinton Burch Financial Planning

College savings (529s, UTMA, etc.) Income planning

Occupation focus

Based on Clinton Burch Financial Planning

Educators, Teachers, and Academics

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Fee options

Fixed

Typically $1,200 per household for comprehensive financial plans; higher for more complex estates

Project-based

$150 per hour billed in 15-minute increments

Other

Fee-only: Flat fee of $1,200 for comprehensive financial plans; hourly fee of $150 per hour billed in 15-minute increments

Location

Bloomfield, IN

Most active in

Indiana

Work history

Burch and Daughters, L.L.C. d/b/a Clinton Burch Financial Planni

2019 - Present (7 years)

Eastern Greene High School

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Linton, IN

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