After many conversations at the kitchen table, co-founders Stanton and Sylvia Burns opened Oakview Wealth Solutions in the summer of 2018. Both leaving behind their jobs in the finance industry, they vowed to create a space to serve their clients with integrity and compassion. They intentionally designed Oakview as a fee-only independent planning firm, not accepting commissions, referral fees, or compensation from outside sources, which results in the unbiased planning and advice their clients deserve.

J. Stanton Burns, CFP®, EA
Financial Advisor

UNLIKE TRADITIONAL ADVISORS,

Stanton is a fee-only professional CERTIFIED FINANCIAL PLANNER™ and has also received his Enrolled Agent (EA®) designation through the Internal Revenue Service.

Before launching Oakview in 2018, he worked for three large and successful financial institutions. Over that time Stanton acquired invaluable knowledge regarding market trends, how to create long-term wealth and the importance of detailed planning for his clients. 

During his several years in the corporate financial world, Stanton traveled nationally, hosting seminars on Financial Planning, Social Security, and Medicare. He genuinely enjoys working with his clients and finding resolutions that give them peace of mind.

When Stanton is not checking the market or building plans, he is spending time with his family. Often teaching his daughters Gracen  & Ali all about the important things in life; reading, music and college football. War Eagle!

WITH AN EXTENSIVE BACKGROUND IN CLIENT RELATIONS AND FINANCE,

Sylvia McCormick Burns serves as co-founder and Relationship Manager for Oakview Wealth Solutions. Sylvia works closely with her clients to ensure their plan is built to include their hopes and dreams, as well as encouraging them to safeguard their assets, legacy and loved ones. It is essential to her that her clients feel safe asking questions, keeping the lines of communication open at all times.

To Sylvia, being a part of Oakview means building relationships and caring for her clients like family.

During her downtime, you can find Sylvia doing anything that gets her outside, working with Stray Rescue of St. Louis, or her favorite of all, spending time with her husband, two daughters and rescue dog fourteen-year-old Stanley.

Our Story

While working for the same company in 2014, a co-worker introduced Stanton and Sylvia, telling them that they would get married someday. They scoffed, and then got married 3 years later. From the very beginning, they have made a great team and held the same values. When talks about growing their family started, they knew they wanted to make a change when it came to work/life balance. Sylvia being away from home 60 hours a week and Stanton traveling throughout the country three times a month wasn’t going to work for them. So the wheels started turning and the ideas started to turn into action plans. There were certain parts of the investment/finance industry that they loved, and others that they didn't. Stanton and Sylvia researched and put in hours of work to learn how to run an honest, and also profitable Financial Planning and Investment firm. Their action plans turned into a real business on July 1, 2018. Oakview Wealth Solutions opened their doors with optimistic hearts and zero clients. And Sylvia was five months pregnant. Through the years, they have kept their eyes on the prize, to create a place where people like them can get professional financial advice from people who aren’t looking at their clients as dollar signs. Late nights, their babies being in meetings from time to time, learning how to run a small business, and be parents. Earning their way to where they are now, proving themselves through a global pandemic, a war in Europe and a probable recession. Celebrating their clients life wins as their own, and walking beside them during the hardest times of their life. This is Oakview Wealth Solutions. Welcome!

The Burns Family

IN OUR COMMUNITY

At Oakview Wealth Solutions, we are committed to serving our community. We are proud to have offered our support to the following organizations.

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