A complete list of active advisors currently associated with Burr Financial Services, LLC

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

Burr Financial Services provides investment advisory and financial planning to individuals, high‑net‑worth clients, trusts and estates. Offerings include discretionary asset management (individual stocks, bonds, ETFs and mutual funds), retirement planning, trust and estate planning, tax integration, education planning and insurance planning, delivered as standalone services or as part of comprehensive wealth management. The firm’s investment process combines sector analysis with fundamental, technical, cyclical and behavioral methods and uses an asset‑allocation framework derived from Modern Portfolio Theory to build strategic, dynamic, tactical and core‑satellite portfolios. Portfolios are tailored to each client’s objectives, risk tolerance and time horizon, monitored continuously and rebalanced as needed, and the firm may employ both long‑ and short‑term trading strategies. The brochure discloses two uncommon affiliations for a firm of this size: a firm representative provides tax preparation and accounting services as an Enrolled Agent through a separate business the firm may recommend, and all representatives are licensed insurance agents/brokers who may receive customary commissions on insurance sales; both relationships are identified as potential conflicts of interest and are disclosed with described mitigants. The firm also documents its typical custody and execution arrangements—recommending Schwab Advisor Services as custodian—and describes practices for fee billing and standing letters of authorization where applicable.

To learn more about the advisors currently working at Burr Financial Services, 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.