Burnett Advisors

Burnett Advisors brings three advisory disciplines together in one firm: tax and accounting, legal and estate planning, and wealth management. The family-owned business presents this as a way of making each financial decision with the client's whole situation in view.

Products and services

• Tax and accounting: tax planning and preparation, bookkeeping and payroll handled for business owners.
• Legal and estate planning: advice on how a business is structured, estate plans, and representation at different stages of life.
• Wealth management: personal plans for managing and growing a client's assets against long-term goals.
• Business advisory: working through the figures with owners to find ways to improve and expand the business.

Clients

The firm serves individuals, families and business owners, and says it is especially committed to professional service providers. It has also welcomed the team of Dietrich & Associates CPAs into the practice.

Key facts

• Ownership: family-owned
• Practice areas: tax and accounting, legal, wealth management