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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)

Our  proprietary financial stewardship platform—combining proactive planning, modern fintech, and personal accountability to deliver extraordinary service and take full ownership of our clients’ financial lives.

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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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