Insights

Scale readiness Mid-market advisory firm with 11-50 employees and revenue in the 10-25M range shows potential for scalable wealth management solutions, practice management support, and technology integrations that support growth.

Strategic partnerships Operates under Investment Adviser Representatives through Prime Capital Investment Advisors, indicating openness to expanded RIA partnerships, co-branding opportunities, and white-labeled service offerings for client acquisition.

Tech stack leverage Uses multi-channel SaaS and marketing tech (WordPress, iCIMS, Wistia, Cloudinary, Mimecast, WP Engine, Piwik) suggesting a favorable environment for selling modern CRM, marketing automation, data analytics, and cybersecurity solutions.

Revenue potential Annual revenue in the 10–25 million range signals a solid budget for technology upgrades, compliance tooling, client experience enhancements, and financial planning software ecosystems.

Brand reach Sponsorship association as Official Wealth Management Firm of Southeastern Athletics provides marketing leverage and event-based client engagement opportunities, ideal for targeted sponsorships, co-marketing, and referral programs.

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Burns Estate Planning & Wealth Advisors LLC Tech Stack

Burns Estate Planning & Wealth Advisors LLC uses 8 technology products and services including iCIMS, Cloudinary, WordPress, and more. Explore Burns Estate Planning & Wealth Advisors LLC's tech stack below.

iCIMS
Applicant Tracking Systems
Cloudinary
Content Delivery Network
WordPress
Content Management System
Mimecast
Email Security
Wistia
Online Video Platforms
WP Engine
Platform As A Service
Piwik
System Analytics & Monitoring
Piwik PRO Core
Web Analytics

Burns Estate Planning & Wealth Advisors LLC's Email Address Formats

Burns Estate Planning & Wealth Advisors LLC uses at least 3 email formats:

Burns Estate Planning & Wealth Advisors LLC Email Formats	Example	Percentage
First@burnsestateplanning.com	John@burnsestateplanning.com	86%
Last@burnsestateplanning.com	Doe@burnsestateplanning.com	7%
FLast@burnsestateplanning.com	JDoe@burnsestateplanning.com	7%

Frequently Asked Questions

What is Burns Estate Planning & Wealth Advisors LLC's official website and social media links?

Burns Estate Planning & Wealth Advisors LLC's official website is burnsestateplanning.com and has social profiles on LinkedIn.

How much revenue does Burns Estate Planning & Wealth Advisors LLC generate?

As of September 2026, Burns Estate Planning & Wealth Advisors LLC's annual revenue is estimated to be $10M - $25M.

What is Burns Estate Planning & Wealth Advisors LLC's NAICS code?

Burns Estate Planning & Wealth Advisors LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Burns Estate Planning & Wealth Advisors LLC have currently?

As of September 2026, Burns Estate Planning & Wealth Advisors LLC has approximately 23 employees across 2 continents, including North America and Asia. Key team members include Founder: S. K., Founder: K. D. and Vice President: T. H. Explore Burns Estate Planning & Wealth Advisors LLC's employee directory with LeadIQ.

What industry does Burns Estate Planning & Wealth Advisors LLC belong to?

Burns Estate Planning & Wealth Advisors LLC operates in the Financial Services industry.

What technology does Burns Estate Planning & Wealth Advisors LLC use?

Burns Estate Planning & Wealth Advisors LLC's tech stack includes iCIMS, Cloudinary, WordPress, Mimecast, Wistia, WP Engine, Piwik and Piwik PRO Core.

What is Burns Estate Planning & Wealth Advisors LLC's email format?

Burns Estate Planning & Wealth Advisors LLC's email format typically follows the pattern of First@burnsestateplanning.com. Find more Burns Estate Planning & Wealth Advisors LLC email formats with LeadIQ.

When was Burns Estate Planning & Wealth Advisors LLC founded?

Burns Estate Planning & Wealth Advisors LLC was founded in 1993.

Burns Estate Planning & Wealth Advisors LLC

Financial ServicesLouisiana, United States11-50 Employees

Burns Estate Planning & Wealth Advisors LLC operates in the financial services sector, providing advisory products and services to clients through Investment Adviser Representatives affiliated with Prime Capital Investment Advisors, LLC. Based in Hammond, Louisiana, the firm serves individuals seeking wealth management, retirement planning, and related advisory guidance, leveraging the affiliation with PCIA to offer its services. The organization positions itself within a broader network of financial services firms and emphasizes a personalized approach to wealth planning for its clients. The firm’s public materials note a sponsorship relation with Southeastern Louisiana University, reflecting a local community presence, while maintaining a neutral stance about client relationships and outcomes.