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 480-629-8144
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Our Guidance, Your Path™

Learn about Burton Wealth Management's approach to help you strive for long term financial success.

Our Guidance, Your Path™

Burton Wealth Management is committed to providing clear, unbiased financial strategies to help you stay on course.

Our Guidance, Your Path™

Inquire with Burton Wealth Management today and see how we can help you with financial planning goals.

 

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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 an 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.

 

Insurance

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

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Submitted by Burton Wealth Management on November 7th, 2021

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.

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Burton Wealth Management on June 15th, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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Should You Retire at the Same Time As Your Spouse?

Submitted by Burton Wealth Management on April 5th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Contact info

  •   14358 N Frank Lloyd Wright Blvd, Suite 8 , Scottsdale, Arizona 85260
  •   480-629-8144

Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Donald Edwin Burton II, California insurance license #0B05303, state of domicile & principal place of business is Arizona.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Minnesota, Nevada, New York, Oregon, Texas, Utah, Washington.

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