Burton Wealth Management

Our Mission

At Burton Wealth Management, we are dedicated to providing experienced guidance and personalized service to help our clients gain confidence in their financial future. We understand that every individual's financial situation is unique, and we are committed to creating a comprehensive financial plan that meets your specific needs and goals.

Our Philosophy

We believe that every client is unique, and our philosophy is centered around the recognition that everyone's economic situation is different. We are committed to professionalism and the cooperative development of a unique, personal financial plan that helps our clients address their financial goals. We believe that financial planning is not just about making money, but also about managing risk, creating a sustainable financial future, and achieving long-term financial success.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning: We take the time to understand your financial situation, goals, and concerns, and create a personalized financial plan that helps you achieve your objectives.

Saving for College: We can help you plan for your child's education expenses and create a strategy to save for their future.

Retirement Planning: We can help you create a customized retirement plan that takes into account your income, expenses, and financial goals.

Asset Allocation: We can help you create an investment portfolio that aligns with your financial goals and risk tolerance.

Estate Planning: We can help you create an estate plan that ensures the smooth transfer of your wealth to your loved ones.

Insurance: We can help you create an insurance strategy that provides financial protection and peace of mind.

Investment Management: We can help you select investments that align with your financial goals and risk tolerance.

Employer Sponsored Retirement Plans: We can help you create a comprehensive retirement plan for your employees.

Our Team

Our team is dedicated to providing exceptional service to our clients. Our team consists of experienced professionals who are committed to delivering results and helping our clients achieve their financial goals. Our team includes:

Don Burton, CFP: Founder and Principal of Burton Wealth Management, Don has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and has been recognized as one of Phoenix's Five Star Wealth Managers for ten years in a row.

Anne Burton, JD: Operations and Compliance, Anne is a graduate of Arizona State University with a BA in Communication. She is responsible for ensuring that our operations are in compliance with regulatory requirements and industry standards.