top of page

service offerings

Hourly-based Financial Planning

 

If we've already worked together and you'd like to have a follow-up financial planning session, please email Sean to schedule a time. 

At this time, my practice is closed to new hourly-based financial planning clients. 

Investment Management

 

If you're interested in ongoing portfolio management as part of your long-term financial plan, please use the contact form to schedule a chat.

Please note there is a $1M minimum portfolio for this service.

About

Hi, I'm Sean.

At age 12, I started playing with compound interest calculators and investing money from my lawn mowing business into mutual funds. I've been a financial planning nerd ever since.

In 2007, I established Burgess Financial Planning to help people make smarter investment decisions, free from product-driven sales agendas and commissions.

 

I work as an advocate for "future you" by providing objective, holistic investment advice so that you can successfully build and maintain your wealth – with the goal of creating a passive income that outlives you, not the other way around. 

 

I'm a Certified Financial Planner™ (CFP) and Registered Investment Advisor, upholding a fiduciary standard –– meaning that your interests are placed ahead of my own.

fullsizerender_orig.jpeg
Contact
bottom of page