J.W. Burns

Quick Facts

  • J.W. Burns & Company is an independent fee-only investment counseling firm based in Dewitt, New York.
  • J.W. Burns & Company has over 600 clients and approximately $850 million in assets under management. We manage accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds.
  • J.W. Burns & Company adheres to a disciplined, consistent investing process with a focus on delivering long-term results at a fair price
  • The company was founded in 1974 and has been providing investment advisory services for over 50 years to clients in the Central New York area and throughout the country.
  • The seasoned portfolio managers of J.W. Burns & Company have a combined 150 years of senior-level investment experience.
  • J.W. Burns & Company operates as a fiduciary and is always required to act in its client’s best interest.
  • We strive to develop long-lasting relationships with our clients and treat their money as our own.
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