A complete list of active advisors currently associated with Burnside and Co.
Warmer can help you find a great advisor at Burnside and Co. or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and corporate or business entities. Services described in the brochure include ongoing portfolio management, full financial plans that address retirement strategy, and shorter topic‑specific consulting engagements. Portfolios are managed under discretionary authority with investment selection informed by fundamental analysis and a mix of long‑ and short‑term strategies; the firm may also hire sub‑advisors to manage all or portions of client assets. Client objectives, time horizon and risk tolerance are documented at onboarding, accounts are reviewed at least quarterly, and reviews explicitly consider rebalancing and tax‑loss harvesting opportunities. Noteworthy for a single‑advisor independent firm, the brochure highlights retirement and pension‑related planning within its financial planning and consulting services and indicates the capability to advise corporate/business clients on related matters. The firm’s primary advisor holds CFP®, CRPC® and AIF® credentials, manages roughly 34 client relationships totaling about $39 million in discretionary AUM, and retains the ability to delegate investment management to sub‑advisors when specialist expertise is needed.
To learn more about the advisors currently working at Burnside and Co., 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.
Name |
Location |
Years of experience |
|---|---|---|
Oregon City, OR
| 15
|
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