At Burns Estate Planning & Wealth Advisors in Pensacola, we help individuals and families create financial plans that support both their current lifestyle and long-term goals. Pensacola’s strong military presence, growing healthcare sector, and vibrant coastal community mean many residents face complex financial decisions throughout their careers and into retirement. Our team brings decades of experience in retirement planning and wealth management, offering thoughtful guidance designed to help you feel confident at every stage of life.

We take a comprehensive and personalized approach to financial planning. From retirement income strategies and investment management to estate planning coordination and tax-conscious solutions, our process is built around your unique priorities. Whether you are transitioning from military service, preparing for retirement along the Gulf Coast, or focused on preserving wealth for future generations, we develop strategies that reflect your goals and values. Clients appreciate our clear explanations, proactive planning, and commitment to building plans that evolve as life changes.

Serving the Pensacola community, Burns Estate Planning & Wealth Advisors is dedicated to long-term relationships grounded in trust and transparency. We believe financial guidance should be both strategic and approachable. By combining experience, personalized attention, and a deep understanding of the local community, we help you move forward with confidence, knowing your financial plan is designed to support your future and help protect your legacy.