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ABOUT

Overview

The Transformational Advisory Group was founded in 2021 by Wesley Burns,

A LPL financial advisor with more than 15 years of experience working closely with multigenerational families and successful individuals, including executives, professionals and business owners. Transformational Advisory represents an evolution of our prior firm, Burns Toussaint, created for greater alignment with our principles and ethos.

Fiduciary Standard

We are an independent financial firm and we strive to follow the fiduciary standard, placing our clients’ best interests above our own. With an unwavering commitment to serving our clients, we look to guide them with objective advice, prudent recommendations, and a trustworthiness that we work to earn every day.

Greater access

We consider it our personal mission to help change the face of the financial industry by providing greater access to the tools, technology, advanced services and industry knowledge that it takes to improve the financial well-being of hard-working people – and the communities where they live and work.

Values-driven

The services we offer are always goals-based – keeping you focused on your objectives. They are also values-driven – ensuring that the decisions that impact your finances align with how you wish to live your life, for you and your family.

Fiduciary Standard

We are an independent financial firm and follow a fiduciary standard, placing our clients’ best interests above our own. With an unwavering commitment to serving our clients, we look to guide them with objective advice, prudent recommendations, and a trustworthiness that we work to earn every day.

Greater access

Values-driven

Community Engagement

Like many of our clients, we are focused on mission-based investing, paying close attention to the role they play in affecting the communities we wish to help protect and empower.

Our commitment to the social environment that surrounds and sustains us includes helping to lift up minorities and women

Not only by serving them as clients, but as part of our investment offerings. These are the communities most likely to be touched by shifts in social, political, and environmental standards – where purpose is strongest and prosperity can be most impactful. We strive to make a difference by empowering others to do good as well.

We are proud to actively support and engage with these wonderful organizations:

After losing our brother at a young age, as a family we felt this was the best way to memorialize his memory. We recognize education as a tool to change lives, lift families out of poverty, and even democratize nations. The Kevin Burns Jr Memorial scholarship is intended to bridge that gap and fill financial needs for students, especially for those families that have been pushed to the margins of society, to help them achieve their goals.

The Kevin Burns Jr Memorial scholarship is not affiliated with LPL Financial.

Because of losses we have suffered as a family, Safe Crossings Foundation is near and dear to our hearts. Safe Crossings Foundation is a leader in funding services that help grieving children throughout the Puget Sound region. Our vision is that all grieving children receive the emotional support they need to heal and thrive after theloss of a loved one.

Safe Crossings Foundation is not affiliated with LPL Financial.

Meadowbrook Community CARE’s is devoted to “enriching North Seattle through services that support, educate and engage the community.” Ava is heavily involved with this organization and we are dedicated to supporting their mission and work.

Meadowbrook Community CARE's is not affiliated with LPL Financial.

Families Nurture You.
Communities Define You.
Allow Purpose To Transform You.

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