Mustard Seed Financial
About Us
About Us
Our Firm
Mustard Seed Financial is a Wealth Management Firm founded in 2002, and led by Brian Burks. For over 20 years, we have been an independent Fiduciary Registered Investment Advisor firm dedicated to helping our clients achieve their financial goals. Our independent open-architecture organizational structure allows us to provide investment recommendations best suited for our clients' unique situations, and to look out for our clients' best interest overtime. We never set-it-and-forget-it; rather we adjust our clients' allocations over-time as economic conditions change, and our clients' financial goals evolve.
Tax- Free 1031 Exchanges
Seamless Transitions, Limitless Opportunities: Empowering Your 1031 Exchange with Premier DST Solutions.
Opportunity Zones
Unlocking Potential, Maximizing Opportunity: Your Pathway to Success with Opportunity Zones.
What We Do
Champion Your Interests
We work for you and not for corporate shareholders. For 20+ years we have actively worked to reduce investors' conflicts of interest and align our interests with our clients.
Listen Closely
No two investors are alike and we appreciate that. We will take the time to understand your unique situation and uncover the financial solutions you are comfortable considering.
A Variety of Options
Our Independent Open-architecture structure provides you with access to a vast universe of investment solutions. We can help you reach and exceed your financial goals by helping you to find the most appropriate investment solutions for your unique financial goals and aspirations.
Ongoing Service
Your ongoing Peace of Mind is a top priority for us. Our unique service model ensures that we are abale to look out for your best-interests always; day-after-day, and year-after-year.
