What makes Burnside a Financial Sanctuary for clients?

 

• Clients get to work with a Financial Steward rather than a typical financial advisor. Financial Stewards acts in the following capacities:

 

1. Candid Financial Planner

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

3. Humble Servant

4. Trusted Confidant

5. Problem Solver (Fixer)

 

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

 

• Clients benefit from fair and ethical pricing.

 

• Prioritization of the safety of information and protection against cybersecurity threats through our secure platform.