Our Mission

The Financial Professionals at Burr Capital Advisors have over 30 years experience in providing personal service and trusted guidance to clients who are retired, preparing to retire, looking to grow and preserve their wealth in retirement, or who are looking for estate and succession planning strategies. Our goal is to help you pursue financial independence on your terms by guiding you through your financial life, as well as by offering assistance in your personal life when you seek advice or need a confidant to speak to.

We are an independent, fee based financial services firm holding ourselves to a fiduciary standard providing retirement, income, and estate planning strategies to individuals and families. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to understand both your personal and financial situations at the highest level, and provide you with only the highest quality advice, information, services, and investments to help you pursue your goals.

At Burr Capital Advisors, we invest in you and your family. Our mission is to give you the freedom to enjoy your life both today and tomorrow. With a small-firm approach to your financial wellbeing and the capabilities of a large firm, you can rest assured that your situation will be handled with professional, personalized care.