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Burke Financial Strategies

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Burke Financial Strategies

Overview:

At Burke Financial Strategies, we steer clear of the sales pitch. We are an independent firm that promises to put our clients’ interests first. Our team can offer you personalized financial planning solutions, designed with a focus on what is truly important to you.
We also back up our investment capabilities with extensive financial education and experience. Astoundingly, there are over 500,000 licensed financial advisors in the U.S., but less than one-third of them have any education in finance. Between the eight of us, we have earned three CFP certifications, one CPA designation, one CFA designation, a Masters in Financial Planning, and a Masters in Business Administration.
Think of Burke Financial Strategies as concierge-level financial guidance. As we like to say,
“When it comes to your money, we will do everything except walk the dog.”

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Toll Free: +1 866 603 3700

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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