Business Details
32 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
At JJ Burns & Company, we redefine wealth management by focusing on the holistic financial well-being of individuals and families. Founded in 1994 by James J. Burns, our firm was built on the principle that personal wealth management should mirror the sophistication available to corporate clients. Our collaborative approach integrates every aspect of your financial liferetirement goals, insurance, tax strategies, estate planning, and moreinto a unified strategy tailored to your aspirations. We work hand-in-hand with your existing advisors, including attorneys and accountants, to ensure alignment and eliminate redundancies. With a legacy rooted in the lessons of the 1987 stock market crash, we prioritize strategic planning and fiduciary responsibility, helping clients navigate life transitions such as retirement, business succession, and estate planning.Our team of certified professionals, including CFPs, CFAs, and CIMA-certified advisors, brings decades of combined experience to deliver personalized solutions. We emphasize transparency, cost efficiency, and ongoing adaptability, ensuring your financial plan evolves with your needs. From investment management to charitable giving strategies, we empower clients to build a legacy that reflects their values. Our commitment to education and client collaboration ensures you remain informed and confident in every decision. Whether you're planning for retirement, managing a business, or preparing for life's unexpected challenges, JJ Burns provides the expertise and support to turn your vision into reality.
Services
Wealth Management
Financial Planning
Investment Management
Business Planning
Retirement Planning
Estate Planning
Charitable Giving Strategies
Risk Management
Tax Optimization
Legacy Planning
Details
- Year established: 1994
Highlights and features
- We offer a collaborative approach that integrates all aspects of your financial life into one cohesive plan.
- Our team includes CFPs, CFAs, and CIMA-certified professionals with decades of industry experience.
- We adhere to the fiduciary standard, prioritizing your needs above all else.
- Our strategies emphasize tax efficiency, cost reduction, and long-term legacy planning.
- We coordinate directly with your attorneys, accountants, and other advisors for seamless execution.
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Chartered Investment Manager Analyst (CIMA)
Services
Collaborative Wealth Management
Our collaborative wealth management approach integrates every aspect of your financial life into a unified strategy. By coordinating with your existing advisors, we ensure seamless execution of retirement goals, estate planning, tax optimization, and risk management. This method reduces redundancies, lowers costs, and aligns all stakeholders toward your long-term objectives.
Financial Planning
We create personalized financial plans that address your unique goals, from retirement and education funding to charitable giving and legacy building. Our process includes cash flow analysis, net worth evaluation, and risk assessment to develop strategies that adapt to life transitions while maintaining focus on your aspirations.
Investment Management
Our investment management services focus on building diversified, tax-efficient portfolios tailored to your risk tolerance and long-term objectives. We employ disciplined buy/sell strategies, ongoing performance monitoring, and regular rebalancing to ensure your investments align with your comprehensive financial plan and evolving market conditions.
Business Planning
We help business owners navigate strategic planning, asset protection, and succession management while balancing personal financial goals. Our services include tax optimization, benefit plan design, and exit strategy development to protect your business interests and ensure smooth transitions during growth or ownership changes.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient withdrawal strategies. We analyze your current assets, projected needs, and risk profile to develop plans that ensure financial security during retirement while coordinating with estate planning and legacy goals.
People
James J. Burns
CEO/President, CFP Board Ambassador
Founder of JJ Burns & Company with over 30 years of experience in financial planning. Specializes in strategic wealth management and fiduciary advisory services for high-net-worth individuals and families.
Anthony LaGiglia
Managing Director
Certified Financial Planner with expertise in comprehensive financial strategies. Focuses on helping clients achieve long-term goals through tax-efficient planning and investment management.
Steven Mula
Chief Investment Officer
Chartered Financial Analyst responsible for portfolio strategy and asset allocation. Brings over 25 years of investment management experience to develop risk-appropriate solutions for clients.
Ricky Bathija
Senior Advisor
Certified Financial Planner specializing in retirement planning and wealth transfer strategies. Works closely with clients to create customized plans that align with their values and life goals.
Adam Kohler
Director of Financial Planning
Certified Financial Planner and Behavioral Finance Advisor focused on helping clients make informed decisions through comprehensive financial planning and behavioral coaching.
Questions
What services does JJ Burns & Company offer?
We provide collaborative wealth management, financial planning, investment management, business planning, retirement planning, estate planning, and charitable giving strategies tailored to individual and family needs.
How does JJ Burns' collaborative approach work?
We coordinate with your existing advisors—including attorneys, accountants, and business partners—to create unified financial strategies that eliminate redundancies and ensure all aspects of your financial life align with your goals.
Are JJ Burns advisors fiduciaries?
Yes, we adhere to the fiduciary standard, meaning we always prioritize your interests above our own when providing financial advice and making recommendations.
What investment strategies do you use?
We employ diversified, tax-efficient portfolios with disciplined buy/sell decisions, ongoing performance monitoring, and regular rebalancing to align with your risk tolerance and long-term objectives.
How do you help with retirement planning?
We create personalized retirement strategies that include income planning, tax-efficient withdrawals, and risk management to ensure financial security while coordinating with estate and legacy goals.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Chartered Investment Manager Analysts (CIMA) with decades of combined industry experience.
