
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.
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.

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

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.

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.
