About Us:
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. We provide a full range of services including financial planning, execution of transactions and portfolio management.
Great companies begin and end with great people. At Burns Advisory Group, our people are the difference. We recognize and value the contributions our employees make to the success of our clients and ultimately our company. Our people are highly trained and committed to lifelong learning.
Where we're located:
Burns Advisory Group
187 Boston Post Road
Suite B
Old Lyme, CT 06371