Burnside and Company

A quotation attributed to him reads: "As a Financial Steward, I accept responsibility for the process and take great care in the experience clients have along the way."

The firm's mission statement is published separately: "Our mission is to practice financial stewardship with extraordinary personal service so private clients can experience a calm, enduring financial sanctuary built on respect, proactive guidance, and meticulous care."

His published contact details are email john@burnsideandcompany.com, office phone 503-210-5257, and mobile 503-658-3138, with the office located at 1300 John Adams Street, #103, Oregon City, OR 97045.

The team page adds that a Financial Steward at Burnside is "a Personal Financial Confidant for high-income and high-net-worth individuals, providing holistic guidance at the intersection of money, life, and emotions," and that support includes "money management and retirement planning." The pricing page says the firm helps "clients organize their personal finances and investments and solve problems along the way."

Those quoted lines are the full extent of the services described on the site. Burnside's own compliance page states that Burnside "does not offer legal, accounting, or tax advice" and that advice "is given only within the context of our contractual agreement with the client." The website publishes no service menu beyond the above, no cost or price figures, and no business hours. For questions about services, prices, or scheduling an appointment, the site directs people to contact the firm by phone at 503-210-5257 or by email at john@burnsideandcompany.com.

The Code of Ethics page includes a related commitment: to "be responsible when determining the value of my services and my form of compensation; taking into consideration the time, skill, experience and special circumstances involved in providing my services."

Anyone wanting pricing, an estimate, or a quote for their own situation should contact Burnside and Company directly. The contact page lists phone 503-210-5257 and email john@burnsideandcompany.com. Fee details for an actual engagement fall under the firm's investment management contract; the compliance page notes advice is given only within the context of that contractual agreement.

The Financial Stewardship page describes the underlying practice: "Financial Stewardship is the ongoing practice of delivering extraordinary personal service through thoughtful guidance, proactive planning, and responsible oversight. It blends expertise, care, and modern tools to help clients navigate their financial lives with clarity, confidence, and integrity."

The website does not provide an online booking or appointment scheduling system, and publishes no office hours. To request an invite, schedule the initial meeting, or ask what the next step would be, contact the firm at 503-210-5257 or john@burnsideandcompany.com; the office address is 1300 John Adams Street, #103, Oregon City, OR 97045. Existing clients are also offered a "Client Dashboard" link in the site navigation.

The contact person named is John Burnside, Financial Steward. The published phone number is 503-210-5257 and the published email address is john@burnsideandcompany.com. The team page repeats the same email and lists "Office Phone: 503-210-5257" along with "Mobile: 503-658-3138." The firm also links to a LinkedIn profile at linkedin.com/in/burnsidejohn.

Oregon City is in the Portland, Oregon metro area, and the Oregon City office is the only location published on the website. The site does not publish a second office, a map of areas served, a service area radius, a list of cities or counties covered, or any statement about remote, virtual, or in-home meetings.

Business hours are not published. The website shows no opening hours, no days of the week, no appointment windows, and no online booking or scheduling tool. There is also no contact form or live chat on the contact page. To reach the office, ask about the service area, or arrange a time to meet, use the phone number or email address above.

One limit the firm publishes on where it can work: "Burnside, or its representatives, may only transact business in a state if properly registered or exempt or excluded from registration in that state."

Under General Disclaimer it says

"Burnside and Company does not offer legal, accounting, or tax advice. Advice provided by Burnside is given only within the context of our contractual agreement with the client. The information and opinions contained in this website have been prepared solely for informational purposes and are not a solicitation, an offer, or a recommendation to buy or sell any security or instrument or to participate in any trading strategy or activity, and are not to be relied upon in making any investment decision."

The page lists two documents

a "2025 Regulatory Brochure (ADV Part 2A-2B)" and a "2025 Initial Privacy Policy Statement." A separate page publishes an "AIF(R) Designee Code of Ethics," which includes commitments to "act with honesty and integrity and avoid conflicts of interest, real or perceived" and to "ensure the timely and understandable disclosure of relevant information that is accurate, complete and objective." No CRD number, SEC registration, or FINRA membership is published on the site.

Ask anyway — the agent will say plainly that it is not published rather than guess.