Oakview Wealth Solutions, created by husband and wife duo Stanton & Sylvia Burns, was formed out of a shared commitment for helping individuals from every background reach security and confidence with their money.
Frustrated with seeing needless products and services being pushed onto clients, Stanton & Sylvia made the choice to leave the corporate world to establish an environment that is warm, educational and family focused. As a family run business, their main priority is to provide a setting that feels more informative and less intimidating, more about your goals and less about their commissions, ensuring they are always aligning their service with your needs.
As a fee-only independent planning firm, Oakview Wealth Solutions does not accept commissions, referral fees, or compensation from other sources. This results in unbiased financial life planning and advice for their clients. Stanton and Sylvia are committed to providing a client-centered relationship.
J. Stanton Burns, CFP®
CEO, Financial Advisor
Sylvia McCormick Burns
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 in 2019. You can learn more about these organizations by clicking their logo.