The Burke Financial Group built its reputation on a long term commitment to a financial planning process. The reason we believe in a process is because it is not a particular product that makes us different, rather it is how we package our planning and recommendations in a manner that has your best interest in mind.
We take a team approach when it comes to creating and implementing your financial goals. Our desire is to develop a sincere relationship that transcends past a simple business transaction and moves into an environment of accountability, education, and trust.
The team at Burke Financial Group works with individuals throughout the entire United States. We have a wide variety of clients, however, our specialty is working with medical professionals and corporate executives.
The Burke Financial Group practices fee-based financial planning that ensures our clients best interest is always at the forefront of our recommendations. As a CERTIFIED FINANCIAL PLANNER ™, Daniel Burke has a fiduciary duty to put your best interests ahead of all else. This occurs by entering into a transparent financial planning agreement that outlines the scope of services, timeline, process, and costs associated with planning.
3401 Mallory Ln, Suite 400, Franklin, TN 37067
Office: 615.224.9553 | Fax: 615.224.9550
Cell: 615.406.9478 | Daniel@BurkeFG.com