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.

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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

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.

Image by James Wheeler