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.

Burnside and Co. provides investment management, ongoing financial planning, and pension consulting to a mix of individual investors, high-net-worth individuals, employer-sponsored retirement plans, and other business entities. The firm offers portfolio implementation, ongoing monitoring, and client access to performance and planning portals as part of tailored advisory relationships. The firm’s investment approach emphasizes diversified asset allocation, using a core of low-cost index funds with active strategies added when clients seek potential outperformance, and applies fundamental analysis, modern portfolio theory, and quantitative methods. Portfolios are periodically rebalanced and reviewed, and services are delivered on both discretionary and non-discretionary bases depending on client needs. What distinguishes the firm relative to many peers is its explicit pension consulting practice, which includes ERISA fiduciary services such as investment policy development, fund selection and non-discretionary investment management, alongside non-fiduciary support like vendor searches, benchmarking, plan implementation and employee education. The firm manages roughly $34.6 million across about 40 client relationships, reflecting a practice that supports both individual investors and small plan sponsors with hands-on implementation and oversight.

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.