Burns Estate Planning & Wealth Advisors

Burns Estate Planning & Wealth Advisors

Jeffrey Burns established the firm in 1993 as an estate-planning-anchored wealth advisory practice in Pensacola, Florida. The firm operates as a registered investment adviser, serving individuals, families, and high-net-worth clients primarily in the Florida Panhandle. Its core offering integrates investment advisory with financial and estate planning — a model common among independent RIAs that prioritize inter-generational wealth transfer over institutional mandates. The firm's strategy centers on portfolio management and financial planning for private clients. Its investment posture typically reflects a diversified, goals-based approach rather than concentrated thematic bets. While specific portfolio holdings and asset-class allocations are not publicly detailed, the firm's ADV filings and public record describe services including discretionary portfolio management and financial planning for individuals and high-net-worth households. Geographic focus remains concentrated in northwest Florida. Team size and total assets under advisement are not publicly disclosed. The firm maintains its single office in Pensacola. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or multi-family office structure — are known to exist. The firm's last 24 months of operational activity do not appear in public filings or press beyond routine regulatory disclosures. Structurally, Burns Estate Planning & Wealth Advisors differentiates through its integration of estate planning with registered investment advisory services — a niche that combines legal-aware wealth transfer strategy with discretionary portfolio management. For families in the Florida Panhandle, this dual capability reduces the need to coordinate separate legal and investment counsel, a practical advantage in a market where independent trust-estate advisors are less common than in major metropolitan wealth centers.