At Burnside and Company, we set ourselves apart as dedicated problem solvers, goal motivators, and ethical pricing advocates, all with the goal of enabling our private clients to achieve peace of mind.

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More specifically, we serve as a:

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• Candid Financial Planner

• Investment Manager employing straightforward and low-cost investment strategies.

• An Expert, Proactive, and Humble Servant

• Trusted Confidant

• Problem Solver (Fixer)

• Personal Motivator

Clients also participate in FSX (Financial Stewardship eXperience), which offers the best proactive customer experience in the industry.

We prioritize the safety of our clients' information and assets from cyber-crime through our secure platform and trusted partners.​

Burnside encourages clients to think and live differently, empowering them to avoid being at the mercy of a directionless culture.

Clients benefit from fair and ethical pricing.  They are free from commissions and asset-under-management fees.