Seventeen years ago Kearney-Burch was built on the foundation that clients needed trustworthy advice and diversified portfolios. Today, we want to build a relationship with you and understand your financial objectives and goals. By working with us, we will choose investments based on your risk tolerance and objectives.

 
We believe life should be enjoyed.  The success of our relationship should be measured not only by our mutual prosperity, but also by how enjoyable it is for us to work together.  Our firm may be small but it is very efficient.  We provide our clients with a high-degree of integrity, commitment and kindness.  And unlike other Financial Planners, we offer our advisory services either on a fee or commission basis, whichever suits your needs best.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

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