Burris Wealth Management, Inc.

The firm provides discretionary investment management through its Managed Asset Investment Program and also offers financial planning and tax planning/preparation services, with the option of hourly planning engagements. Clients served include individuals, trusts, estates, charitable organizations and businesses, and services are delivered under written agreements that allow for client-imposed, documented investment restrictions.

Portfolios are customized based on risk tolerance, time horizon, income needs and tax considerations and may include individual equities, fixed income, mutual funds, unit investment trusts, options and other derivatives. Trading approaches include long- and short-term holdings, short sales and option-writing, and cash balances are typically managed in conservative short-term instruments such as money market funds and certificates of deposit.

Distinctive features include an affiliation with real estate activities: the firm’s principal is a licensed real estate broker, the advisory firm is licensed as a real estate brokerage, and the firm may receive additional compensation for real estate services or referrals—an arrangement that is uncommon among similar independent advisory firms. The brochure also discloses prior regulatory matters from the principal’s earlier employment that were settled with FINRA and related whistleblower activity, and it notes other non-advisory business interests (including an equipment rental business), all of which clients may consider when evaluating potential conflicts of interest.