Emily Burke is a financial advisor at Birch Street Financial Advisors in Vienna, VA, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Birch Street Financial Advisors, she held positions at FS-ISAC, Cross Country Consulting, and other firms. Outside of financial services, she is involved with Pura Vida Enterprises and Ballston Crossfit. Birch Street Financial Advisors serves individuals, trusts, and high-net-worth clients with investment management and financial planning, overseeing approximately $63.6 million in discretionary assets. The firm employs passive investment strategies primarily through third-party managers and TAMPs and has a distinctive affiliation with an accounting practice that supports tax compliance and consulting services.

I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.