Hundley Burn LLC seeks to offer clients an understanding and advice surrounding the risks and opportunities inherent in the pursuit of their personal and professional goals. Our commitment to a disciplined, proactive and on-going planning process allows us to help clients stay on track to achieve their goals. Here are some benefits of working with the firm:
A One-Stop Resource
The firm's advisors offer a comprehensive suite of services, that address accounting, tax, financial planning, investment, risk management, financing and utility management concerns individuals and businesses may have. They seek to serve as a one-stop shop for their clients’ needs, developing a customized plan that addresses their specific objectives.
Hundley Burn is an independent firm. This means they don’t have any proprietary products, quotas to meet, or conflicts of interest. Instead, they have the freedom to offer services and solutions geared toward the client’s unique situation and needs. They are committed to providing objective and unbiased advice and recommendations.
A Specialized Team
Advisors James, Hundley, Ethan Hundley, and Courtney Burn are registered representatives of The Investment Center, Inc., an independent broker-dealer with more than 30 years of experience servicing independent financial advisors, CPAs, and tax professionals. With a client-centric focus and suite of consulting services, they have access to a specialized team of professionals and a wide range of solutions.
The firm’s partners have the credentials and knowledge to offer both tax and financial services. Ethan Hundley, the Co-Managing Partner and the Chief Tax and Accounting Strategist, is both a financial advisor and a CPA, allowing him to provide both accounting and financial services to his clients. Additionally, the Co-Managing Partner and Chief Investment Officer, Courtney Burn, holds the Chartered Retirement Planning Counselor (CRPC®) designation. As a CRPC®, Courtney has in-depth knowledge on both pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process.
Established and Experienced
The team at Hundley Burn has more than 60 years of combined experience. For more than 25 years, the firm has been serving their community in Mount Olive, New Jersey and the surrounding tri-state area. They take pride knowing they have helped so many of their community members and neighbors address their tax and financial concerns.
Hundley Burn is dedicated to building trusted and long-lasting relationships with each of their clients. They believe that by working closely with their clients, they can help them not only develop a financial roadmap for the future, but also help them stay on track and provide guidance along the way.
Clients have unique needs. Some are looking for an advisor who can entirely manage their assets and guide them, while others want to collaborate. Some want a comprehensive suite of services that cover their tax, accounting, and financial planning needs, while some just need some guidance in one area. Based on the client’s preference and needs, the Hundley Burn team of advisors can offer more direct guidance and recommendations or work closely with the client, providing a number of different options from which he or she can choose.
Investment and financial planning services are offered by James Hundley Ethan Hundley, and Courtney Burn as registered representatives of The Investment Center, Inc. and investment advisor representatives of IC Advisory Services, Inc.