Get Organized Solutions
Designed for the high-income and high-net-worth individual that needs help getting and staying organized in a chaotic world. Burnside and Company combines powerful integration software and transparent impartial advice to help our clients manage their finances.
Personal Finance Organization 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
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.