About Burchfield Groups
Investments
As a 'Financial Educator'; we help each individual client work towards their short-term and long-term goals using financial planning strategies and a repeatable process. These strategies focus on risk management, retirement income, as well as legacy and incapacity planning.
Advisory Consulting + Coaching
As strategic advisors, we align client goals to measurable outcomes with an eye on technology to enable that success. We specialize in small businesses and non profit organizations.
Meet the Team
Husband - Wife Team, Stewart + Monika have 20+ years of experience helping others realize their goals whether they be through individual investing or business and IT strategy.
Our Approach
We apply a human-centered approach to our advisory services. We ask questions to understand your needs and craft a path forward to align to your goals.