Burnett Financial Group

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When it comes to your wealth and assets, only the best will do. Burnett Financial Group in Edmond, Oklahoma, is a wealth consulting firm that provides unbiased financial advice to assist clients in accumulating, managing, and preserving their wealth. We accomplish this through education, communication, and providing a service well beyond anything you have ever experienced on a consistent basis. Contact us for more information about us and our securities, investment, and wealth management services.

Contact Burnett Financial Group for wealth consulting services.IRA 401k Trusts Estate Planning Corporate Accounts
Our Wealth Management PhilosophyOur dynamic total wealth management approach is customized to meet your unique and financial objectives. We follow a comprehensive 5-step process designed to determine the optimal approach to managing your assets:

Discovery: Understanding your personal,professional,and financial life goals.

Education: Discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation.

Recommendations: The optimal blend of investment vehicles to meet your goals.

Implementation: The investment methodology employed to construct your portfolio.

Active Management: Regular review of the portfolio's performance.

Who We Work WithWe specialize in working with individual and investment accounts, trust accounts, foundations, corporate accounts, family offices, endowments, affluent households, and retirement plans. What sets us apart is our customer service. We know how to make our services affordable while striving to enhance your quality of life through our values-based planning services. Free your mind to enjoy the things that are truly important to you. Ralph D. Burnett has been trusted for more than 17 years with financial services.
Call Burnett Financial Group in Edmond, Oklahoma, for securities,
investment, and wealth consulting services.