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JW Burns is an independent, SEC-registered, fee-only investment counseling firm based in Dewitt, New York. With over 45 years of experience, they have established themselves as a leading wealth management and financial planning firm in Central New York. Their investment philosophy revolves around investing in great businesses with strong management teams at attractive prices. They conduct their own in-depth research and analysis to filter out the noise from Wall Street experts. JW Burns avoids market timing and aims for low portfolio turnover to keep costs low for their clients.
As a fiduciary, JW Burns is committed to acting in their clients' best financial interests and has no conflicts of interest. They offer a range of services including separately managed accounts, fixed income/balanced strategies, comprehensive financial planning, and fee-only financial advising. Their team of experienced wealth management experts strives to build a reputation based on integrity, service, and delivering results for their clients.