A complete list of active advisors currently associated with Sunburst Financial Group, LLC

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

Sunburst Financial Group serves individual and institutional clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit‑sharing plans, trusts, estates, charities, and business entities. The firm provides financial planning, consulting, portfolio management and retirement plan consulting on a fee basis (fixed, hourly, and asset‑based fees) and manages just over $808 million in client assets. The firm uses a long‑term, asset‑allocation centered approach that combines macro and micro allocations, blending active and passive managers and emphasizing tax efficiency and expense control. Portfolios are generally constructed from model allocations developed with third‑party consultants and an internal investment committee, and the firm may employ ETFs, mutual funds, individual securities, options overlays and other tools (including margin and certain cryptocurrency products) where appropriate. Noteworthy for a team firm, Sunburst is a licensed insurance agency and several supervised persons may offer insurance products on a commissionable basis, a potential conflict the firm discloses in its brochure. The firm also discloses that it compensates unaffiliated persons for testimonials or endorsements under written agreements in compliance with applicable rules, and it uses sub‑advisory arrangements (including options overlay strategies from Aptus with additional fees) that may result in layered compensation.

To learn more about the advisors currently working at Sunburst Financial Group, 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.