The Burney Company
Richard Bauchspies, CFA
CFA
"Building long term wealth since 1983."
We build diversified portfolios using common stocks and bonds to meet our clients' investment objectives. Clients have brokerage accounts that we manage using a limited power of attorney. Our annual fee, billed quarterly in arrears, is one percent of the assets or less.
Our analytical system was created by Brigadier General John C. (Jack) Burney, US Army, after he retired from active duty. Jack serves as the chairman of our board.
Articles
How to choose a financial advisor
You know the importance of saving for retirement, but do you have the time
and know-how to accomplish your financial goals? In an increasingly busy
world, it's possible that keeping close tabs on your investment accounts
isn't exactly realistic.
more
Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as
paragons of good financial common sense. The "Greatest Generation" managed
to get through the country's toughest economic conditions with a dogged
attitude about saving and minimal spending. So it's surprising to find out
that many seniors are facing high levels of credit card debt.
more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or
promotion regarding the 2010 changes for Roth IRA conversions comes our
way. This is a potentially great option for some individuals. However,
most of what we see looks more like a sales pitch than real financial
advice.
more
Office Hours
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Mon. | 9:00 AM - 5:00 PM | |
Tue. | 9:00 AM - 5:00 PM | |
Wed. | 9:00 AM - 5:00 PM | |
Thu. | 9:00 AM - 5:00 PM | |
Fri. | 9:00 AM - 5:00 PM |
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