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You deserve more than an advisor.  You deserve a personal financial confidant.

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Financial Steward

A Financial Steward at Burnside is a Personal Financial Confidant for single individuals, providing holistic guidance at the intersection of money, life, and emotions. Each client receives support grounded in trust, experience, and professional care, including money management and retirement planning.

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Financial Stewardship eXperience (FSX)

A personalized service platform designed to meet the unique needs of single individuals. By combining proactive planning and advanced technology, FSX helps you stay ahead of life’s financial complexities. Discover a boutique approach that brings clarity, confidence, and peace of mind to your financial future.

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Get Started

During an initial consultation, Burnside and Company helps you organize your finances. If we can add long-term value to your life, you'll get 30 days of complimentary access to experience our firm.

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