Learn More About Dwayne

Wealth Strategist.  Fiduciary & Investment Advisor Representative.

From the very beginning, Dwayne Burnell, MBA has kept one important mission clearly in focus: helping individuals, families, and business owners develop and implement customized financial strategies that work over a lifetime.

Financial education and empowerment form the cornerstone of Dwayne's approach.

Working in close partnership with each client, Dwayne crafts a comprehensive financial strategy that focuses on the core needs, values and financial concerns of each client. Dwayne works to ensure your money and financial savings grow by building a customized financial strategy that also provides financial protection and safety.

While retirement planning is a priority for most clients, it isn't the only one, nor does it need to be. With a properly structured financial plan, major capital expenditures such as children's education or a new (or second) home don't have to drain, or even substantially reduce, retirement savings. Let Dwayne show you how.

Dwayne says,

"Each client has different needs, different aspirations, different concerns. That's why there's no one-size-fits-all, cookie-cutter solution that works for everybody."

"Every client faces different challenges; but they all have one thing in common: they want control over their future, and freedom from financial worry. And that's what I help each one of them do, with a custom-designed strategy."

Dwayne's philosophy clearly works. He has helped clients across the country—many of them referrals—achieve the security and peace of mind they've always wanted but didn't know how to get.

As a Wealth Strategist and Investment Advisor Representative, you can also be assured that Dwayne has always operated with, and continues to provide, the highest standard of financial knowledge and care for his clients - referred to as a "fiduciary" standard - always putting his clients' best interest first.

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