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Relationships Over TransactionsAbout Us

Tailored ServicesDisciplined Strategies,Committed Guidance

Tailored ServicesDisciplined Strategies,
Committed Guidance

Our experienced professionals have been assembled to offer you the depth of resources, and commitment to help manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of working toward your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering sound advice to help you get there.

What Drives UsDetailed Planning Is Our Core Capability

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

01Honesty

02Quality Advice

03Transparency

04Knowledge


About LPL FinancialOur Dedicated Partner

We always put the needs of our clients first. We chose to align with LPL Financial because they share our profound dedication to your best interests. LPL delivers industry-leading technology, comprehensive support, and the robust wealth management resources of a premier financial services partner.

While LPL possesses the vast resources to rival any major financial institution, partnering with them allows us to keep our focus exactly where it belongs: on building close-knit, individual relationships with you, rooted in transparancy and integrity.

LPL Financial is driven by a straightforward, guiding mission: to take care of their advisors so we can take care of our clients. This focus on doing what is right empowers us to serve our community effectively and build meaningful, long-lasting financial foundations for the individuals and families we work with.

We are proud to align with a firm whose foundational belief in independent, qualify advice remains at the forefront of everything they do. By prioritizing the advisor-client relationship, LPL Financial has grown to become the nation's largest independent broker-dealer*, providing us—and you—with a long-term track record of stability, innovation, and unwavering support.

*As reported by Financial Planning magazine, June 2025, based on total revenue.


Our ProcessIntegrated Wealth Management

Our ProcessIntegrated Wealth Management

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

  • We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you pursue your objectives.

  • Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

  • With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

  • Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.

It is the framework which changes with each new technology and not just the picture within the frame.

Marshall McLuhan

The essence of investment management is the management of risks, not the management of returns.

Benjamin Graham

The discipline of having to put your thoughts in order with somebody else is a very useful thing.

Charlie Munger

An investor without investment objectives is like a traveler without a destination.

Ralph Seger

Meet Our TeamGet To Know The People
Behind Burnett.

Jon Burnett

Jon Burnett

President & Financial Advisor

With more than 28 years of experience in financial planning and investment management, Jon Burnett has the accumulated knowledge and perspective to help you with your financial goals. Jon understands the dynamics of wealth, how to...
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Ryan Houk

Ryan Houk

LPL Registered Sales Assistant

Ryan applies his more than 15 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients.He is...
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Ready?The Future At
Your Fingertips

Envision having prudent financial guidance personalized to you that comprehensively and diligently addresses every aspect of your financial life, and inspires the confidence of knowing you have a well-defined direction for moving forward. We welcome the opportunity to apply our accumulated years of experience, wisdom, perspective and insight for your well-plotted path to financial independence.

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