Burrows Financial
For Everything You’ve Built.And Everything Ahead.
Integrated expertise in wealth management, tax planning, insurance, and business consulting to support individuals and business owners at every stage.
What we do
Five Services. One Integrated Approach.
From wealth management and tax planning to insurance, business consulting, and mergers and acquisitions, our services bring specialized expertise together to support your personal and business goals.
Wealth
Grow and protect what you’ve built.
Investment management, retirement and estate planning for every stage of life.
Explore WealthInsurance
Coverage that fits your life.
Life, disability and business coverage chosen around your plan, not a product shelf.
Explore InsuranceTax
Plan ahead, not just at filing.
Year-round tax planning and preparation for individuals, families and businesses.
Explore TaxConsulting
Build a business that runs well.
Strategy, operations and financial guidance for owners who want to grow with purpose.
Explore ConsultingM&A
Sell, buy or transition with confidence.
Valuation, deal preparation and transaction support from first conversation to close.
Explore M&ANot sure where to start? Tell us what’s on your mind and we’ll bring the right people to the table.
Talk with an advisorYour Goals Are Personal. Our Approach Is Too.
We believe meaningful relationships are the foundation of sound financial decisions. We take the time to understand what matters to you before determining how we can help.
How we work
A clear process from the first meeting on.
You’ll always know what happens next and who’s responsible for it.
Discover
We take time to understand your goals, concerns, and the full picture of your financial life.
Coordinate
We bring the right service areas together around your needs, helping reduce gaps and disconnected decisions.
Implement
We help turn recommendations into clear, practical next steps with the appropriate team involved.
Review & Adjust
We maintain the relationship over time, revisiting your plan as circumstances change and adjusting as your needs evolve.
Latest insights
Knowledge to help you move forward.
Wealth
What the new estate tax exemption means for your family
How the updated exemption changes gifting and estate strategies, and the questions to raise at your next review.
Tax
Year-end tax moves for business owners
A practical checklist of planning steps to consider before December 31.
M&A
Is your business ready for a sale? Five questions to ask now
The preparation that shapes valuation starts years before a buyer calls.
Get started
Start with a conversation.
There’s no cost or obligation for a first meeting. Tell us where you are today and we’ll show you how we can help.