A complete list of active advisors currently associated with Burr & Company, LLC

Warmer can help you find a great advisor at Burr & Company, LLC or one who fits your needs even better.

Burr & Company, LLC provides investment management and integrated financial planning to individual and trust clients, offering services on a percentage-of-assets basis. As of the brochure filing the firm reports managing roughly $56.1 million across about 31 client relationships. Investment recommendations are developed using fundamental, quantitative and qualitative analysis and implemented with a long-term, buy-and-hold orientation; typical equity portfolios are concentrated in 15–25 dividend-oriented, well-established companies alongside a tailored fixed-income allocation. The firm integrates financial planning into its advisory work and conducts quarterly portfolio reviews, presenting proposed trades to clients rather than routinely trading without prior approval. Notable distinctions include that the firm generally operates on a non-discretionary basis—meaning the client typically must approve trades before execution—a characteristic that is uncommon among independent advisers. The firm also serves as trustee or co-trustee on some client trusts (which triggers custody reporting and an annual surprise CPA audit) and leaves proxy voting to clients, while implementing client transactions separately rather than routinely batching orders.

To learn more about the advisors currently working at Burr & Company, LLC, 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.