Get Organized Solutions

Designed for the high-income and high-net-worth individual that needs help getting and staying organized in an increasingly digital world.  Burnside and Company combines powerful integration software and transparent impartial advice to help our clients manage their finances.


Personal Finance Website

World-Class integration software that is easy to use, insightful, and secure.  Some of the things that you can do include:

  • Monitor  Financial Accounts

  • Access Investment Research

  • Track Financial Goals

  • Obtain Financial Planning

  • Securely Store Important Documents

  • Communicate with Advisors

Impartial Advice

Burnside and Company charges a flat-rate.  We don't make money via typical asset-under-management fees or through commissions.  Therefore, it doesn't matter where your assets are held, what other advisor relationships you have, or for us to pressure you into a financial product.  You can have peace-of-mind knowing that we are here to serve, not sell.