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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 who offers holistic guidance on the intersection of money, life, and emotions.  

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​Operationally, the same Financial Steward at Burnside is a serious-minded financial professional who provides money management, proactive service, and retirement planning.

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Financial Steward eXperience

A proactive, monthly planning experience that blends modern tools with personal advice, thus delivering clarity, care, and full ownership of your financial life.

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Get Started

At Burnside and Company, we assist clients in achieving financial organization during an initial consultation. If we determine that we can provide long-term value to your financial goals, you will be offered complimentary 30-day access to our services, allowing you to become better acquainted with our firm.

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