Our Firm

Kearney-Burch Financial Services, Inc. was founded in 1992.  Our mission of is to help you reach your financial goals by offering objective advice and using carefully selected investments tailored to your specific needs.

When working with us, you’ll benefit from our associations with industry leaders.  You’ll receive one-on-one personal attention of an independent firm combined with the resources and systems of larger firms. Kearney-Burch Financial Services has selected Charles Schwab & Co., Inc. as primary custodian for our client's accounts.  Schwab has more than 20 years of experience serving independent advisors.  Schwab was a pioneer in the business of exclusively serving independent, fee-based advisors and their clients.  By using Schwab as primary custodian, Kearney-Burch Financial Services has access to a wide range of products and services that help us service our clients, including:

  • Full range of investment products and trading services
  • Technology and service support

Kearney-Burch Financial Services are a member of FINRA and SIPC. Our advisory services are offered as an independent Registered Investment Advisor and are regulated by the California Department of Corporations.

These materials have been independently produced by Kearney-Burch Financial Services, Inc. Kearney-Burch Financial Services, Inc. is independent of, and has no affiliation with Charles Schwab & Co., Inc. or any of its affiliates.  Schwab is a registered broker-deal and member SIPC.  Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independetly verified any of the information in them.  Kearney-Burch provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.