"To achieve an above-average return with below-average risk."

J.W. Burns & Company is an independent, SEC-registered, fee-only investment counseling firm that has been serving clients in the Central New York area for over 45 years. The principle behind our investment success is simple—invest in great businesses, with great managements, selling at attractive prices. Our over 140 years of combined experience has led us to a disciplined, consistent investing process with a focus on achieving an above-average return with below-average risk. We avoid market timing and tend to have low turnover—hence, the cost to our clients’ portfolios is low and our portfolio construction is refined and precise.

While many firms and individuals talk about long-term investing, at J.W. Burns & Company, both our performance and track record of sticking with quality stocks demonstrates that we have a time-tested investment philosophy. Unlike others, we are always required to act in our client's best financial interests. We strive to build our reputation upon integrity, service, and results.

Separately Managed Accounts at JW Burns
Separately Managed Accounts

We offer a wide variety of wealth management services including Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value.

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Fixed Income/Balances Strategies at JW Burns
Fixed Income/Balanced Strategies

We work together with our clients to achieve the appropriate asset allocation among stocks, bonds, and cash. The investment process becomes a joint effort with our clients in trying to reach their financial goals.

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Comprehensive Financial Planning at JW Burns
Comprehensive Financial Planning

J.W. Burns & Company provides broad-based financial planning that offers clients a more thorough understanding of their financial situations, income needs, retirement projections, and other financial goals.

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