A Private Wealth Experience
We know that wealth is about much more than money. To our clients, wealth represents peace of mind, a comfortable lifestyle, and the financial freedom to pursue their personal goals.
Burr Financial is a comprehensive financial advisory firm dedicated to helping retirees and pre-retirees protect their lifestyles and build prosperous futures. We specialize in creating prudent investment strategies and sophisticated risk management techniques that help you build and protect your wealth.
Connect with us on Social Media!
Helpful Content
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
View all calculators
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.