Our Mission: Putting Clients First
Hall & Burns Wealth Management, LLC was founded in 2008. From the beginning, our top priority was to keep the client at the center of everything that we do, and our mission has never changed. Like many of HBWM’s clients, co-founders Dustin Hall & Kathy Burns had a goal. Our goal was to help our clients achieve better financial futures by providing comprehensive financial advice and acting exclusively in their best interest.
It Starts With a Goal
After successfully starting her own CPA firm in 1998 (and later merging in 2004 to form Burns & Bynum, CPA, PA), co-founder Kathy Burns decided that what her clients needed was a coordinated experience that took into consideration all the critical interdependencies that exist among investments, income, and estate taxes. All too often, she saw her clients receiving piecemeal financial advice that didn’t take into consideration their entire financial picture or potential tax ramifications. With a strong desire to help her clients and ensure the advice they were getting from other professionals was suitable, she worked towards obtaining her securities licenses and Personal Financial Specialist credential (PFS®). In 2006, Kathy and eventual co-founder Dustin Hall, MBA, CFP®, ChFC® met and began working closely together for several years. In late 2008, they decided their combined expertise would make a great foundation for a partnership and started Hall & Burns Wealth Management.
Today
Headquartered in Cary, North Carolina, we provide unparalleled investment and wealth management services to clients across the United States. We serve as both Chief Investment Officer and Chief Financial Officer for professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Utilizing a comprehensive suite of investment management and wealth planning solutions, we offer the services needed to effectively manage your wealth, both in-house and through the seamless integration of a network of trusted professionals.
