Burrus Financial Services is an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients we serve. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, estate planning, and risk management.
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About Us
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Company founder Jeff Bland combines a strong background in financial planning with pragmatism, hard work and a deep appreciation for his clients' circumstances. With roots in Montana, he has built an award-winning firm that specializes in creating comprehensive financial plans for clients who primarily work in ranching and the energy industry.
Our Role
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Burrus' role is to give peace of mind by identifying each client's unique needs and by facilitating a complete financial planning process. Burrus goes beyond the usual investment advice by taking into account a client's particular needs for tomorrow, next year, retirement, and even for future generations.
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