FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Burr Financial, Inc.


We Are a Small Firm With Powerful Relationships

Some of our clients have complex financial situations that require special expertise. To expand our expertise, we work closely with a network of CPAs, attorneys, and other specialists. Many clients already have relationships with trusted attorneys and accountants; we respect the value of these long-term relationships and can collaborate effectively to help make sure that the advice you receive is integrated with your entire financial picture.