Why Us?

We are dedicated to providing experienced guidance and personalized service to help you gain confidence in your financial future.



About Us

Burton Wealth Management is dedicated to providing financial planning and strategic wealth management that is right for you. Simply put, we strive to be your trusted financial advisor.


Our Process

We want to get to know you in order to help you make informed financial decisions. By providing hands on investment management, our goal is to enhance returns and manage risk in your investment portfolio. We use a client-centric process focused on pursuing specific milestones we create together.


Our Philosophy

Burton Wealth Management has a simple philosophy. Every client is unique. A cornerstone of financial planning is the recognition that everyone’s economic situation is different. A commitment to professionalism and the cooperative development of a unique, personal financial plan forms the foundation of helping clients address their financial goals.

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Our Services

We are dedicated to providing comprehensive wealth management to help you pursue your goals.



Financial Planning

Creating a comprehensive financial plan takes time, know-how and experience.


Saving for College

It’s never too early to start planning for a child’s college education.


Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.


Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.


Estate Planning

Preparing for the transfer of estate assets after death is an important part of any financial plan.



If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.


Investment Management

When exploring the world of investments, it’s important to gain a broad perspective of how each investment may work.


Employer Sponsored Retirement Plans

We strive to provide a superior level of service to employers of retirement plans.

Recent Blog Posts

Creating and sticking to a personal budget is more important than ever considering the possibility inflation may be around for a while. By taking control of your finances and planning ahead, you can weather the inflationary storm and aim to achieve your financial goals. But how do you get started? Let’s look at some of the technology available to almost all of us.
For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening. While you may encounter some resistance, it’s important to...
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home. Determining Your Eligibility In order to be eligible for a reverse...