Kearney-Burch Financial Services, Inc.

Overview

Kearney-Burch Financial Services, Inc. is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and smaller institutional clients. The firm provides discretionary portfolio management alongside advisory services that include financial planning, pension consulting for small plans, and periodic client communications. Their fee model combines a percentage-of-assets approach with the ability to charge hourly for planning or consulting work. Investment behavior is concentrated in publicly traded pooled vehicles rather than direct stock-picking. The firm is not positioned as an ESG-focused manager and is not marketed as a multi-state adviser. While Kearney-Burch is not structured as a capital allocator or large fund sponsor, it does place client capital with third‑party alternative managers where appropriate, supplementing mutual fund and separately managed account strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices