Respectful• Proactive • Knowledgeable • Problem-Solving • Modern Tools
Meet The Team
“A Financial Steward is a trusted advisor who crafts extraordinary personal service, blending expertise, care, and modern tools to guide clients with clarity, responsibility, respect, and integrity.”
John Burnside, CRPC®, AIF®
Financial Steward
Mr. Burnside has worked in financial services since 1993. With industry experience at a Wall Street broker, a discount broker, and a registered investment advisor, he is very well situated to help individuals anxious about their finances organize their money, investments, and taxes.
John Burnside has earned the CRPC® designation, Chartered Retirement Planning Counselor (SM).
John Burnside has earned the AIF® designation, Accredited Investment Fiduciary®.