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Services for
Financially Conservative Individuals

We serve financially conservative individuals, as well as those aspiring to adopt prudent financial practices, who have achieved career success and seek to establish lasting financial stability and privacy.

At Burnside, clients work with a Financial Steward instead of a typical financial advisor. Financial Stewards fulfill various important roles.
 

  • Candid Financial Planner

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

  • An Expert, Proactive, and Humble Servant

  • Trusted Confidant

  • Problem Solver (Fixer)

  • Personal Motivator

 

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