A complete list of active advisors currently associated with J.J. Burns & Company

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

J. J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm tailors portfolios and prepares personalized plans that address retirement, estate, charitable and heritage planning as part of an integrated financial roadmap. The firm’s investment process is centered on fundamental analysis and the development of a client-specific investment policy and asset-allocation target, with ongoing portfolio supervision guided by each client’s objectives and tax considerations. Financial planning is relationship-driven and includes cash flow and net worth analysis, risk management, retirement projections, estate and legacy planning, and multigenerational (“heritage”) education as inputs to portfolio construction. Operationally, the firm is privately and closely held (one individual owner) and combines custody and institutional services through Schwab Advisor Services with access to an additional “prime broker” program for global research—arrangements that provide operational and research benefits but also create potential conflicts related to custody and trade routing. The advisory team includes persons licensed to sell insurance through an affiliated agency who may receive commissions on insurance sales, the firm does not generally vote client proxies, and it discloses referral arrangements with Schwab that can influence custody recommendations.

To learn more about the advisors currently working at J.J. Burns & Company, 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.