A complete list of active advisors currently associated with Burgess Financial Planning

Warmer can help you find a great advisor at Burgess Financial Planning or one who fits your needs even better.

The firm serves individual investors, families, and their trusts and estates, offering hourly, fee-only financial planning and investment consultation alongside discretionary investment management and retirement-plan rollover advice. It manages roughly $91 million for about 177 client relationships and provides both scheduled reviews and a “real‑time” same‑day planning option for focused issues. The investment approach is grounded in Modern Portfolio Theory with a long‑term, buy‑and‑hold framework, periodic rebalancing, and asset allocation set by an investment policy statement tailored to client objectives and risk tolerance. The firm uses fundamental analysis and emphasizes ETF/index exposures, tax‑efficiency considerations (including qualified dividend income), and implements portfolios via a combination of its own supervisory accounts and a third‑party subadviser that provides ETF portfolio management and rebalancing. Distinctive features include operating as a solo, fee‑only adviser while maintaining multiple offices and combining an on‑demand hourly planning model with discretionary AUM services implemented partly through a robo‑style subadviser — a hybrid that is less common among independent single‑advisor firms. The principal also holds insurance licenses and may offer insurance products, a relationship the firm discloses and says it will address up front to manage potential conflicts of interest.

To learn more about the advisors currently working at Burgess Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.