Crafted monthly. Proactive by design. Owned from start to finish.

 

The Burnside Financial Stewardship eXperience (FSX) is our signature, boutique service model—built for clients who want a modern financial life managed with exceptional personal care. FSX delivers a proactive, structured, and fully managed experience using monthly planning themes that keep every part of your financial life moving forward with clarity and intention.

 

Where many advisors react, we anticipate.
Where others point fingers, we take ownership.
When something needs attention, we fix it.

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Each month, you’ll receive guidance on a focused theme—such as retirement readiness, tax strategy, risk management, estate planning, cash‑flow optimization, investment alignment, life transitions, or long‑term care preparation. This ensures that your plan evolves as your life does and that nothing is left to chance.

 

What Makes FSX Different

 

Proactive Monthly Themes
Every month is dedicated to a specific area of your financial life. Instead of waiting for issues to surface, we address opportunities and risks proactively.

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A Steward Who Takes Ownership
We don’t make excuses, blame custodians, or push problems back onto you.
Your steward is accountable for your experience—start to finish.

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A Boutique Level of Personal Service
Our small size is intentional. It allows us to deliver attentive, human‑centered service that large firms can’t replicate.

 

Powered by Modern Fintech
We combine cutting‑edge technology with thoughtful, handcrafted advice. Fintech provides efficiency and precision; stewardship provides judgment, clarity, and care.

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Clarity You Can Feel
You always know what we’re working on, why it matters, and what comes next.

 

The Promise of FSX

 

The Financial Stewardship Experience is more than a service model—it’s a commitment:

• We stay ahead, so you never fall behind.

• We guide you intentionally, month after month.

• We steward your financial life with the care it deserves.

• We bring clarity to complex decisions and solve problems before they grow.

 

When you work with Burnside & Company, you’re not just getting an advisor.
You’re getting a steward—crafting extraordinary personal service in a fintech world.