We live for the details

So you can live your life

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A Broad Range of

Sophisticated Support

Our Services

When It Comes to Your Financial Life

We'll Handle the Details

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A Higher Level of Financial Guidance

At Burke Financial Strategies, we steer clear of the sales pitch. We are an independent office 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 CIMA 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.”

Get to Know Us

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