Burns Matteson Capital Management, LLC

About Burns Matteson Capital Management, LLC

Burns Matteson Capital Management is a fee-only financial planning and investment advisory firm serving working families, retirees, multigenerational clients, penta/decamillionaire households, and charitable organizations nationwide. The team pairs goal-based planning with portfolio construction and asset allocation using vehicles like ETFs, mutual funds, and fixed income, including active and index approaches. They position themselves as a “financial quarterback,” coordinating with outside accountants and estate planners; Schwab is a key custodian.