Burrus Financial Service

At Burrus Financial Services, we pride ourselves on being an independent, fee-only, registered investment advisory firm that puts the interests of our clients at the forefront. With a strong background in financial planning, our team, led by founder and Managing Director Jeff Bland, has built a reputation for providing comprehensive financial planning, investment advice, asset allocation strategies, tax management, estate planning, and risk management to individuals and companies across the country.

Our Services

At Burrus Financial Services, we understand that every client is unique, with their own set of financial goals, concerns, and priorities. To address these specific needs, we offer a comprehensive range of services designed to help our clients achieve financial stability, security, and peace of mind.

Comprehensive Financial Planning

Our comprehensive financial planning services take into account each client's individual circumstances, goals, and concerns. We work closely with our clients to identify their financial objectives, assess their financial situation, and develop personalized plans to achieve their financial aspirations.

Investment Advice

Our investment advice is built around a thorough understanding of our clients' financial goals, risk tolerance, and investment horizon. We believe in diversifying investment portfolios to minimize risk, maximize returns, and ensure long-term financial security.

Asset Allocation Strategies

Our asset allocation strategies are designed to help our clients achieve their financial objectives by allocating their assets wisely. We take into consideration the client's risk tolerance, investment horizon, and market conditions to create a customized asset allocation plan that suits their unique needs.

Tax Management

Our tax management services aim to minimize tax liabilities and optimize tax efficiency for our clients. We help them navigate the complexities of tax laws and regulations to ensure they are making the most of their hard-earned dollars.

Estate Planning

Our estate planning services are designed to ensure that our clients' assets are transferred efficiently and effectively to the next generation or to their intended beneficiaries. We work closely with our clients to create customized estate plans that reflect their wishes and ensure the integrity of their wealth.

Risk Management

At Burrus Financial Services, we believe that risk management is an essential aspect of long-term financial planning. We help our clients identify, assess, and mitigate potential risks that could impact their financial well-being, ensuring that they are prepared for any eventuality.

Meet Our Team

We are proud to have a team of experienced and dedicated professionals who are committed to delivering exceptional service and expertise to our clients. Meet our team, including Jeff Bland, Charlie Reimers, and Dan Hannon, each with their unique strengths and areas of expertise.

Our Approach

At Burrus Financial Services, our approach is built on a foundation of trust, integrity, and expertise. We believe in building long-term relationships with our clients and taking the time to understand their unique needs and goals. We use a fee-only model, which ensures that our advisors are committed to our clients' best interests without any conflicts of interest.

Awards and Recognition

We have been recognized for our commitment to our clients and our expertise in the field of financial planning. We have been named one of Utah's Fastest Growing Companies by Mountain West Capital Network and recipient of the 40 Under 40 Award.