A complete list of active advisors currently associated with Burrus

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

Burrus Financial Services provides personalized financial planning and discretionary investment management to individual and high-net-worth clients, and also serves corporations and small businesses. According to its brochure, the firm manages about $240.7 million in client assets for roughly 322 clients and operates with a two-advisor team. The firm uses a strategic asset allocation approach centered on no-load/low-load mutual funds, index funds and exchange-traded funds, with periodic rebalancing and global diversification to manage risk. Financial planning is included as part of the client relationship at no additional charge, and all managed accounts are handled on a discretionary basis. Noteworthy features relative to peers include a relatively high asset base for a small advisory team and an explicit policy that Burrus does not vote proxies on clients’ behalf, leaving voting responsibility with clients. The firm also directs clients to use a third-party custodian (Fidelity), provides consolidated reporting via Black Diamond, and does not offer wrap fee programs or performance-based fee arrangements.

To learn more about the advisors currently working at Burrus, 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.