The Burns Family tradition of navigating tough times began with Captain Otway Burns ~ hero of the War of 1812. Today that tradition is carried on by Burns Financial Management.

We are a small boutique serving an exclusive group of successful business owners, executives, professionals, and individuals nearing retirement or recently retired. Our Winners Circle Wealth Coaching Program™ helps our clients continually clarify their ever-changing goals about the issues that truly matter to them. Through in-depth understanding, we empower our clients to live the one life they have, the best way they can. Because wealthy people can be targets, we strive to protect their wealth from dangers. We focus on the mundane issues that frustrate their progress and quality of life so they have more time to focus on their priorities.

In times like these, we believe there's a need for holistic wealth coaching. In our exclusive club, membership has its benefits and privileges.

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