Burns Advisory Group is an independent Registered Investment Advisor (RIA). This means we are paid fees for our advice, not commissions for selling products. It also means our advice is objective and unbiased. We provide a full range of services for individuals and businesses including financial planning, execution of transactions and portfolio management.

We are paid only by you, based on the quality of our advice and the value we provide. We receive no compensation from companies for selling their products. In working on your financial challenges, we seek solutions that are “best in class,” wherever those solutions may be found.

We are a premiere independent wealth management firm. We are large enough to serve some of the wealthiest families in our communities and small enough to provide the highest level of personal attention to each. Our firm was founded in Oklahoma City, and expanded to offices in San Diego, CA and Old Lyme, CT.  We are now growing by attracting advisors and clients across the nation.

Our mission is to enhance the quality of our clients’ lives through the delivery of the highest quality, value-added investment management and financial planning services.  We are committed to helping our clients achieve their goals through a disciplined process and dynamic execution.  We seek and develop long-term relationships with our clients.