Bringing over 25 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Our clients know they can rely on: *a defined, consistent approach to financial planning *a commitment to a long-term relationship *a clear & transparent map to execute your financial plan We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

The Burton Team of Investment Planning Counsel helps families build, protect, and transfer wealth. Everything we do is focused on fulfilling that mission. We strive to ensure that each contact with our clients is a quality contact, one that both builds trust and peace of mind. 

We help families and family-owned businesses build protect and transfer wealth. Through our financial stewardship, we help these families live their dream.