William B. Burns, Jr. CFP^®

CLU,ChFC,REBC,C

CFP

Burns Matteson Capital Management

42 East Market St
Corning, NY 14830

(607) 937-9282

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a Fee-Only Financial Planning and Investment Advisory Firm. We do not accept any commissions or compensation from third parties. We are paid directly by our clients, eliminating a common conflict-of-interest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

My Links

Visit our website

General

William Burns is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Burns Matteson Capital Management in Corning, NY and the surrounding communities.

Financial Advisor Overview

A Team of Professionals Committed to Saving You Time. Burns Matteson Capital Management is a team of professionals dedicated to helping our clients reclaim time from their busy lives, and to provide peace-of-mind as your independent and objective counsel on all financial matters. Our clients have been very successful in their careers and with accumulating assets, but they lack the time (or desire) necessary for monitoring their appreciating wealth on a day-to-day basis. This can create a sense of worry and frustration, when you should be enjoying the success you have achieved. We work with our clients to get a sense of their goals and values (both financial and non-financial) and then use our resources, processes, and team members to help our clients make the most appropriate financial decisions possible.

Financial Advisor Experience

William Burns is a CERTIFIED FINANCIAL PLANNER™ professional who first entered the financial services field in 1990, and in 2000 he launched Burns Matteson Capital Management, an SEC Registered Investment Advisory firm. Over the past 19 years Mr. Burns has overseen the growth of Burns Matteson Capital Management from a firm that focused primarily on Corning Incorporated employees and retirees located in New York state, to a firm guiding multi-generational families and business owners in 17 states across the country. William Burns is a Cum Laude graduate of Syracuse University in Syracuse, New York where he was inducted into the Alpha Sigma Lamda and Golden Key National Honor Societies. In addition to the coursework leading to his CERTIFIED FINANCIAL PLANNER professional designation, Mr. Burns has also been awarded the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant (REBC) Professional Designations from the American College in Bryn Mawr, Pennsylvania. Mr. Burns has previously completed the FINRA Series 6, 7, and 63 Securities Examinations, FINRA Series 4 Registered Options Principal Examination, FINRA Series 24 General Securities Registered Principal Examination, and the FINRA Series 65 Investment Advisor Examination.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - REBC, CLU

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances