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 use the "schedule here" link below.

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, email Sean to schedule a chat. ($1M minimum investment)

 

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.

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