Burke Financial Strategies

A Personal Message . . .

Welcome to our website. Whether you are a current client or potential investor with our firm, I can assure you that we always strive to offer personalized financial advice, not a generic investment program. As an independent practice, we are committed to developing your individual portfolio based on your unique situation…your attitudes and preference...your goals and objectives. Our recommendations are designed to account for change, both in the market and in your circumstances, so that they can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. But our approach to portfolio construction may be more sophisticated than you are used to seeing. Our recommendations may include some unusual investments, and hedging strategies.

Overall, our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service. We welcome the opportunity to fulfill this mission for you.

John B. Burke, MS, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Advisor

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights