What We Do

FINDING A BETTER WAY IS WHAT WE DO

Burford Brothers was created to help our clients improve and organize their financial lives into an easy-to-understand plan. We skillfully take all the aspects of your financial life and put them into a proper and beneficial strategy. Each plan is as unique as our clients themselves. A certain element of your plan may not be relevant now but can have a significant financial impact as your life unfolds and your needs evolve. Our process, The 20/20 FORMula, helps you pursue your financial independence.

Having developed and refined this proprietary process over many years, some things have become clear...

 
 

Keeping Your Financial Plan in Place

At Burford Brothers, we recognize that we are not all things to all people; however, we are all things to some people. Our client relationships are based on a FIT process, allowing us to partner with those clients for which we are most suited. In doing so, we are able to provide an elevated client experience by keeping all the building blocks of their individual financial plan in place.
Charlie planning
FINANCIAL PLANNING

Our detailed planning process allows us to discover and thoroughly understand each client’s personal and financial situation, objectives, risk tolerance and time horizon for achieving goals.

What We Do
PORTFOLIO MANAGEMENT

Successful investment management starts with discipline. It is the cornerstone of your financial future.

What We Do
TAX PLANNING & STRATEGY

Smart tax planning saves money and preserves wealth. Our team seeks to implement tax saving strategies that will help you grow your assets while keeping asset control in your hands.

What We Do
RISK MANAGEMENT

As an Independent Registered Investment Advisor, we now have the ability to explore and invest in alternate concepts that historically have worked well for investors needing to take consistent withdrawals.

What We Do

COMPLIMENTARY REVIEW

CONTACT US

Client Login

ANNETTE WILSON | ASSOCIATE

Annette’s multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013. In 2014, she joined our team at Hilltop Securities and transitioned with our team to Burford Brothers. Annette wears many hats for us but primarily focuses on cash management, developing and implementing our existing and new client process, and acting as the liaison to Charles Schwab's back office.

This will close in 0 seconds

SCOTT BURFORD, CFA® | PARTNER

Scott has made a career in the investment world dating back to 1976. His journey includes stops at Republic Bank, MBank Dallas, Burford Partners Futures Fund, Burford Perry & Company, Southwest/Hilltop Securities, and now Burford Brothers. With his background and Chartered Financial Analyst designation, he is well positioned among our team to assist clients with investment analysis and decisions.

This will close in 0 seconds

CHARLIE BURFORD, CFP® | PARTNER

Charlie started his career alongside Scott in 2013. While still involved with macro investment decisions, Charlie utilizes his vast knowledge to specialize in financial planning and client education. He helps keep our team committed to objective planning using our proprietary process, The 2020 Formula, which focuses on what we can control. Charlie earned his CFP® certification in 2022.

This will close in 0 seconds

Holly employee staff team member at burford brothers company in dallas texas

HOLLY LANSIDEL, CFP®

Holly started her career in the finance industry in 2021 at Burford Brothers, following her graduation from Southern Methodist University in 2020. She assists with client relations, processing, investment research, financial planning, as well as acting as a liaison to Charles Schwab's back office.

This will close in 0 seconds

craig lawrence caudle headshot partner at burford caudle family capital company

CRAIG LAWRENCE CAUDLE | PARTNER

Craig has almost 40 years of experience in trading and wealth management. As Registered Investment Advisor, he is client driven and has worked extensively with ultra-high net worth clients to address their investment and planning needs. Craig enjoys running, yoga, and he used to be decent at golf.

This will close in 0 seconds

corbin lawrence caudle headshot managing director at burford caudle family capital company

CORBIN LAWRENCE CAUDLE | MANAGING DIRECTOR

Corbin is a relationship specialist. He is focused on providing excellent client communication and performance reporting. His unique experience with family and human capital analytics plays an important role in creating value for our clients. Corbin enjoys playing golf, hunting and fishing.

This will close in 0 seconds

PAUL BURFORD

Paul started his financial career with Merrill Lynch in 1985. A few years later, he joined Burford Partners Futures Fund and then went on to work at Fidelity Investments as a senior trader. In 2018 Paul came back home to Burford Brothers as a research analyst

This will close in 0 seconds

Blake Feldt

After playing football at Texas Tech, Blake began an extensive and highly esteemed career in coaching high school and college football including stops at Odessa Permian high school, the University of Texas, SMU, and Appalachian State. After his coaching career, he joined Midland ISD as the Executive Director of Athletics in 2018 to 2023 where he retired from and has since joined our team as a Director of Client Relations.

This will close in 0 seconds