Men who don’t understand women fall into two groups:  bachelors and husbands.

Women Everywhere

You could add financial advisors as a prominent subset of these two groups.  It’s no secret that financial advisors haven’t done a good job of serving women.  These advisors have grown up in an industry dominated by men, built for the way men communicate, and have been taught to “sell” to the male ego.  As these advisors shift their focus to the economic powerhouse that is today’s woman, they are woefully unprepared to meet the current and future needs of female leaders and decision makers.  Women don’t just want someone who is competent.  Women want someone who they can connect with.  They want a partner who values them and not just their money.   Women want someone who inherently understands that their life goals are more complex than just making sure the numbers add up!

 Because we are financial advisors who specialize in working with women, every part of our business has been designed to meet the needs of women decision makers and their families.  We understand the difficulty in trying to be all things to all people and the emotional turmoil that often accompanies it.  Our mission is simple – help women maintain financial strength and independence, no matter what life throws at them.  This requires us to have a deep understanding of what you value the most in your life. This in turn enables us to chart a course that can withstand the best (and worst) life throws at you.  We take the time to communicate with you on various levels to ensure you understand your options and can make the best decisions for you and those you love.  As your life is “uniquely yours”, your financial plan will also be “Uniquely YoursSM.”  This is the path to proper financial stewardship.

Check the background of investment professionals on FINRA’s BrokerCheck.

Established Woman

Accomplished Woman

Your career/business success has brought you financial success thus far, but retirement is fast approaching. You want to ensure that your hard work will pay off in the years to come so that you can enjoy the fruits of your labor.

Emerging Woman

Emerging Woman

You are young in your career and must establish a solid financial plan to ensure that your hard work will lead you to your life’s dreams. Financial planning is essential for achieving those dreams.

Woman in Transition

Woman in Transition

You’ve encountered a life changing event – death of a spouse, divorce, sale of your business, career change, retirement – and you’re wondering “what now?  How do I make sense of all of this?”

Concerned Husband/Partner

Concerned Partner

You’ve been there for her through thick and thin, but you know that may not always be the case.  You’ve successfully managed your financial affairs but are concerned about what happens if you’re not there to take care of things – and her.

IRS PHONE SCAM: The IRS Doesn’t Make Phone Calls

Over the past few months, there has been an increase in the number of fraudulent phone calls from people representing themselves as the IRS. If targeted by an IRS scam, you will likely receive a phone call, letter, or an e-mail saying you owe thousands of dollars for...

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PRESS – Developing A Civil Society Delegation

FOR IMMEDIATE RELEASE Burning River Advisory Group Chosen to Participate in Developing A Civil Society Delegation Cleveland, OH (April 1, 2016) – On Monday, April 4th, a delegation of 25 international visitors from Africa will meet with Burning River Advisory Group to...

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Social Security Administration initiative

You may not know this, but April is National Financial Literacy Month. In an effort to help increase your financial literacy, we are extending an invitation to join the Social Security Administration and BRAG in raising awareness for the importance of planning and...

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Burning River Advisory Group is committed to being the pre-eminent financial services firm for women leaders and their families.

Contact us and see for yourselves the difference that comes from working with a firm that truly understands the needs of women.

2237 Crocker Road, Ste 150
Westlake, Ohio 44145

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