Our Practice

Burk, Hall, & Co. was founded in 2005 with a fundamental principle of placing the clients’ best interest first.  To achieve this, the founding partners believed independence from the large brokerage firms was a necessity.
Our team of professionals strives to provide our clients with:
·         A dynamic and thoughtful approach to their current financial situation
·         Proactive and timely advice
·         First class service
·         Straight forward and understandable communication
Through conversation and discovery, we seek to understand our client’s specific situation and goals.  Once all financial aspects and goals are clearly defined, our team can develop recommendations which guide clients on their financial journey whether it is to grow, protect, or preserve wealth.  As our clients’ lives evolve, so does our guidance.  Utilizing thorough research, prudent asset allocation, and sound technical analysis, our professional management allows us to navigate markets and provide ongoing advice.
Whether you are a professional on the rise, a growing family, or an active retiree, we are here to serve you.