Burton Wealth Management is dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be your trusted advisor. As an independent financial firm, we have the flexibility to offer a wide range of non-proprietary products and services, which means you receive independent financial guidance and an assurance that your best interests always come first.
An advantage to working with Burton Wealth Management is the utilization of the substantial resources of the LPL Financial network. LPL Financial is the nation's largest independent broker-dealer*, and a leading independent consultant to retirement plans. This relationship provides Burton Wealth Management with a comprehensive array of tools, resources and technology.
We serve our clients with the highest levels of integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
* As reported in Financial Planning magazine 1996-2022, based on total revenue.
