Joanne Burke, CFP®, CPA/PFS Birch Street Financial Advisors

About Joanne Burke, CFP®, CPA/PFS, MS TAX

I have a BS and MS in Accounting with a specialization in tax. My CPA career began in the tax arena at KPMG but I quickly found my passion in financial planning. Before leaving KPMG, I obtained my CFP license. I then moved to a tax boutique law firm and delved deeper into estate planning engagements. From there, I started and have run a successful tax practice focusing on high wealth individuals, retirees, small business owners, estates, and trusts for over 20 years. I bring a tax centric lens to each client’s unique planning situation to minimize their tax burden thereby increasing wealth. I especially enjoy working through retirement planning scenarios as they’re heavily tax-driven.

I enjoy helping clients from a holistic perspective to find financial security. Our financial lives have many moving parts – retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client’s piece the puzzle together and hone in on what’s important to them about money and how they can use it to meet their goals.

In my spare time, I volunteer with environmental and women’s rights groups, native garden and enjoy Crossfit workouts with my family.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Holistic Financial Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Flat Fee: $3600+/engagement
  • Assets Under Management: 0.95%

SEC Records

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