Years of practice
A family business serving south Louisiana since the 1990s.
✦
Fortitudo · Fiducia · Familia
Strength · Trust · Family
Protecting your
life's story.
We're Tony and Brenda Burton, a family practice that's been serving south Louisiana families since the 1990s. You'll work with people who know you by name, take your calls personally, and say what we actually think. That's it. That's the pitch.
Prairieville · Louisiana
XXV+
1:1
Personal counsel
VI
Areas of focus
100%
Client-first
Areas of Counsel
Six areas of focus, woven
into one plan.
Here's the test we apply to every recommendation: does this actually serve the life you're trying to live? If it doesn't, we don't recommend it. Simple as that.
I.
Retirement planning
From your first 401(k) contribution to your last paycheck: strategies that turn a lifetime of savings into income you can live on with confidence.
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II.
Estate planning
Wills, trusts, beneficiaries, succession. We help you say clearly what you intend to leave behind, and see it carried out exactly as planned.
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III.
Asset management
Portfolios built for your timeline and temperament, never someone else's quarterly target. Reviewed regularly, never put on autopilot.
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The Partners
Tony & Brenda Burton
Partners · Burton Group
Our Practice
A family business.
A calling.
Look — we're not going to pretend to be something we're not. We're a family financial practice in Prairieville, Louisiana. Brenda started this work in the 1990s, and Tony joined to help grow it in 2014. We've been doing this for decades, and we tell the truth.
You won't get a slick sales deck from us. You won't get a 25-page financial plan you'll never read. You'll get a real conversation, an honest read on where you stand, and a plan you actually understand.
Most of our clients have been with us for over a decade. Some came over from bigger firms because they were tired of feeling like a number. Some came because their parents are clients. Some came because their neighbor mentioned us at church. That's how this works around here.
The Code
Six tenets that
guide every move.
Fortitudo · Fiducia · Familia
I.
Fiduciary first.
Your interests come first in the advice we give: every plan, every recommendation we make.
II.
Plain English.
If we can't explain it to you in five minutes, we won't recommend it. Jargon is how this industry hides. We don't.
III.
Patient capital.
Markets reward patience. Plans reward discipline. We're not chasing anything, and neither should you be.
IV.
The long view.
We plan in decades, not quarters. Your goals stretch across a lifetime, and your strategy should too.
V.
Honest conversation.
We'll tell you what you need to hear, not what you want to hear. That's the whole reason this works.
VI.
Family, always.
We treat your money like our own, because we know what it took you to earn it, and what it means to your people.
The Partners
Tony & Brenda Burton.
The two people you'll actually work with: every conversation, every plan, every year. No call centers. No advisor of the month.
Visit Us
Come by the office.
We meet in person whenever we can. Coffee's on us. The real conversations happen at our table in Prairieville, not in a Zoom window.
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Address17135 Ronald Road
Prairieville, LA 70769 -
By telephone
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By letter
The Ledger
Notes from
the practice.
Plain-English writing on planning, markets, and the questions we hear most often. No fluff, no industry-speak. We publish when we have something worth saying.
Begin the Conversation
Let's talk about your
next chapter.
Look, the first conversation is free and it's not a sales pitch. We'll ask a few questions, give you an honest read on where you stand, and you decide what's next. That's it.