At JJ Burns & Company, we’re more than just wealth managers. We help you plan and build the life you want and make your dreams for the future a reality. Everything we do—from portfolio management and estate planning to tax strategies and asset protection—we do with an unwavering commitment to your vision.
We believe that wealth management isn’t about the stocks in your portfolio or the balance in your bank account. It’s about living a rich life—a life where you’re able to spend time on the things that really matter to you and provide for the people you care about.
JJ Burns & Company was founded in 1994, but our story begins in the 80s with founder JJ Burns. After witnessing the effects of the 1987 stock market crash, JJ surveyed numerous clients—many of them top executives at Fortune 500 firms. What he discovered was that very few of these business leaders had a high-caliber strategic plan in place for their personal wealth. JJ recognized the need for a company that would provide individuals with the same level of investment and financial planning as corporate clients receive, and so JJ Burns & Company was born.
As an independent, boutique firm, JJ Burns & Company provides a high level of service and individual attention that you won’t find at impersonal, corporate institutions. We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to go and adapt to the inevitable bumps along the way. We also work hand-in-hand with your attorney, accountant, and other professional advisors, so your entire team is in sync.
What kind of life do you envision? No matter where you want to go, we can help you get there.