Our Philosophy

Our philosophy is simple. 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 plan forms the foundation of helping clients address their goals.

As an independent financial firm, Burton Wealth Management is committed to putting client’s best interests first. A financial plan should reflect a client’s personal or business situation and tailor their financial strategy accordingly.

We strive to provide experienced guidance and personalized service so you can gain confidence in your financial future. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with suitable financial advice for your particular situation.