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.
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Please note there is a $1M minimum portfolio for this service.
Hi, I'm Sean.
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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.
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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.
