A complete list of active advisors currently associated with Kearney-Burch Financial Services, Inc.

Warmer can help you find a great advisor at Kearney-Burch Financial Services, Inc. or one who fits your needs even better.

Kearney-Burch Financial Services, Inc. provides discretionary portfolio management, written financial plans and hourly consultation to individuals, high‑net‑worth clients and corporate clients, and also accepts 401(k)/pension advisory engagements. The firm reports managing 64 portfolios totaling approximately $80.7 million and offers asset‑allocation services alongside standalone financial planning. Clients are placed into model portfolios based on a risk‑tolerance questionnaire and the firm implements asset‑allocation strategies primarily through mutual funds, with a noted emphasis on American Funds and American Legacy offerings. Investment decisions draw on both fundamental and technical analysis, financial planning uses MoneyGuide Pro, and accounts are reviewed quarterly with discretionary rebalancing as appropriate. Distinctive elements compared with many solo independent advisers include the firm’s publication of a third‑party newsletter on its website and its explicit servicing of corporate and retirement plan clients, which are less common in this peer group. The firm operates on a fee‑based AUM model, does not accept commissions or performance‑based fees, and provides quarterly client reporting tied to its model portfolio framework.

To learn more about the advisors currently working at Kearney-Burch Financial Services, Inc., 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.

Name	Location	Years of experience
Andrea Crowell	Bolton, MA	8

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