FL · Panama City Beach

Fiduciary advisors in Panama City Beach, FL

1 advisor with offices in Panama City Beach. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Panama City Beach

Burns Estate Planning and Wealth Advisors

Panama City Beach, Florida

Burns Estate Planning and Wealth Advisors, based in Panama City Beach, Florida, is led by founder Ernie Burns and Erin Berglund-Burns and focuses on retirement planning alongside estate planning and wealth transfer services. The firm helps clients prepare for and structure their retirement years through planning that addresses Social Security, Medicare, healthcare, and long-term care considerations. Ernie Burns was named a Forbes Best-In-State Wealth Advisor for Louisiana in 2024 and hosts a radio program on retirement topics.

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Financial advisors in Panama City Beach, Florida

Advisors serving Panama City Beach specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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