About Us
J.W. Burns & Company is an independent, SEC-registered, fee-only investment counseling firm located in Dewitt, New York. The principle behind our investment success is simple—invest in great businesses, with great management, selling at attractive prices. As an independent wealth management firm in Central New York, we do all our own in-depth research and analysis, filtering out the conflicting rhetoric and noise from the Wall Street “experts.” Our financial planning and investment firm avoids market timing and tends to have low turnover—hence, the cost to our clients’ portfolios is low and our portfolio construction is refined and precise. We sell no investments or insurance products, receive no commissions, and have no conflicts of interest. While most wealth management and investment firms 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.
J.W. Burns & Company operates as a fiduciary for our clients, serving Syracuse, Central New York, and the greater Northeast for over 50 years. Our team of wealth management experts strive to build our reputation upon integrity, service, and results.