
Wealth PartnersBurns Wealth Management Group
Awards and Industry Recognition


Forbes
Who We Are
Burns Wealth Management Group is an experienced, conscientious team with a practice that revolves around you. We make every effort to understand your financial life—where you are, where you want to go and the dynamics that might help or hinder progress.
We are guided by a staunch dedication to the highest principles and an unwavering commitment to the individuals, families and entities we serve.
As students of the industry, we are well versed in capital markets history, state-of-the-art technologies and wealth management best practices. Our group strives to be a knowledgeable, reliable resource for your important financial decisions.
What We Do
Our process begins by gaining a deep understanding of your situation and the life you envision. Together, we will formulate a plan to help pursue your best life.
In developing a course toward your desired financial future, we construct sensibly allocated, globally diversified portfolios specifically tailored to balance your need, willingness and ability to assume risk.
Working toward what you value most takes a coordinated effort and a clearly defined path. Burns Wealth Management Group can help you remain disciplined and maintain a constancy of purpose throughout your investment endeavors.
Our team is particularly adept at helping to navigate significant decisions with often competing priorities. We are committed to exemplary service, clear communication and holistic financial counsel.
Why Us
Our insight and experience can help you manage the benefits, challenges and unforeseen events that investors are likely to encounter.
Providing knowledgeable, personalized advice, guidance and service through both calm and volatile financial times takes a concentrated, coordinated effort from a highly organized team.
Our group is diligently committed to a world-class client experience. We believe a deep understanding of each client's circumstance is among the reasons we have engendered long-standing relationships, which often span multiple generations.
Burns Wealth Management Group will always be evolving, yet our overriding principles remain the same. As the world around us changes for better or worse, our commitment, compassion and investment acumen will always be working for you with the goal of delivering an outstanding wealth management experience.
Meet Our Team
Insights

A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now