JJ Burns is with you for the long-term, providing customized financial solutions designed to simplify your life, give you peace of mind, and secure your and your family’s future.
It’s not just business. It’s personal.
When you become part of the JJ Burns family, you’re not just getting a wealth manager—you’re getting a dedicated lifelong partner. We take the time to get to know you: where you are today, what’s important to you, and what you want for the future. We also make sure that you get to know us and our process. It’s a two-way relationship based on integrity, transparency, and trust. And it sets the foundation on which everything else is built.
We take a whole-life approach to wealth management.
Your financial life is more than the sum of its parts. That’s why we look at the whole picture—from investments and insurance to taxes and estate planning. We work with you to develop a holistic plan that encompasses every aspect of your financial life, including the transfer of wealth to the next generation. Each plan is individually customized to your unique situation, priorities, and needs. But they all share the same ultimate goal: to provide you and your family with financial security and peace of mind.
Client service isn’t something we do—it’s who we are.
High-quality client service isn’t just a buzzword at JJ Burns. It’s in our DNA. As a boutique firm, we offer the close contact and individual attention that impersonal, corporate institutions are simply unable to provide. Our team is open and accessible, always ready to answer your questions and provide expert advice. We check in with you regularly to make sure your wealth management plan continues to work for your needs. And we actively manage your portfolio, adapting as necessary to keep you on track.
We integrate seamlessly with the professionals you trust.
Your assets don’t exist in a vacuum, and neither do our wealth management strategies. We collaborate with other professional advisors, including attorneys, CPAs, and insurance specialists—ensuring that every step we take makes sense within the context of your legal and financial framework. If you already have an accountant or lawyer you trust, we’ll work hand-in-hand to coordinate our efforts. If you don’t, we can help you select from our network of seasoned specialists.
We’re completely independent—our only priority is you.
As independent wealth managers, we work for you and you alone. Unlike many financial firms and investment banks, we don’t sell our own products. Every recommendation we make is based on your best interests, period. No conflicts of interests. No biases. No hidden agendas. Our wealth advisors are free to choose the managers and investment strategies that align with your personal goals.