Robert Burns, CFP®

Rob Burns entered the financial planning profession with a clear purpose: to help clients understand their money in a way that supports their lives, not just their portfolios. Throughout his career, he has built a reputation as a thoughtful, steady guide—someone who analyzes portfolios, understands cash flow, and adapts strategies as life’s uncertainties arise. His approach is rooted in staying organized, making mindful decisions, and advocating for clients at every stage.

Rob’s day‑to‑day work includes reviewing investments, planning for retirement, and fine‑tuning strategies as clients’ personal and financial circumstances change. He focuses on the details behind the scenes so clients can feel confident about the bigger picture.

He holds a Bachelor of Finance from Bentley University and has earned the CERTIFIED FINANCIAL PLANNER™ designation, as well as the Chartered Life Underwriter and Chartered Financial Consultant credentials from the American College. His work has been recognized through several honors, including Baystate Financials’ Financial Planner of the Year, participation in the Leaders, Masters, and Chairman’s Conferences, and the 2008 Rick Larson Memorial Award for community involvement.

Rob splits his time between Rangeley, ME, and Cuttyhunk, MA, and lives in Exeter with his wife, Michelle, and their three children—Anna, Jason, and Clay. Outside of work, he enjoys spending time with his family, exploring the outdoors, and finding quiet moments by the water.

What Rob values most in his work is getting to know clients beyond the numbers—their families, interests, and hopes for the future. These conversations reinforce his belief that financial planning is ultimately about helping people build the lives they envision.