The McCrea Burns Group
Our team has deep experience in providing advanced financial planning and investment management to clients with complex needs. We work primarily with executives and business owners, women and foundations. We prioritize lasting relationships built on trust, empathy and integrity.
Family Wealth
We understand that each family has unique values and purpose. We will support your family across generations to preserve your legacy.
Women
We know that women serve many roles- professionally, personally and within families. Our team strives to empower you through listening, educating and thoughtful planning so that you can have confidence and peace in your financial life.
Foundations & Endowments
Charitable planning is a passion of ours. We work with private foundations and endowments, providing customized investment management as well as all the administration and coordination required to support your goals.