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Hall & Burns Wealth Management, LLC

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Welcome To Hall & Burns Wealth Management

Going above and beyond is what we do.

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Everything In Your Life Is Connected

Part controller, part treasurer, and part risk manager. As your Private CFO, we address every facet of your financial life in an integrated, personal way.

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A Time-Tested Investment Process

Dynamic, proactive asset management for your irreplaceable capital.

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Looking Beyond The Expected

Creating tomorrow’s strategies through pro-active planning today.

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Let Us Help You Plan Your Future

Someone is sitting in the shade today because someone planted a tree a long time ago.

- Warren Buffett

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Our Accreditations

Featured in:

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About Us

At Hall & Burns Wealth Management, our mission is to build long-term relationships with a select group of clients by helping them to simplify their financial lives and empowering them to make informed decisions through education, communication and world-class service.

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Who We Are

 

 

Our Process

 

 

What We Do

 

What's your Risk Number?


Capture your risk tolerance and see if your portfolio fits you.
 

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Are you on track for retirement?

 


Determine how your current savings and what you contribute going forward will affect your retirement.

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Services and Fees

Our expectation is the same as yours—to be there for you when you need us. Clients’ financial needs involve much more than managing or advising on their assets. 
The Hall & Burns Wealth Management platform of investment and wealth management services is designed to serve the needs of a wide range of clients seeking a personalized and sophisticated experience. 

Services Fees

 

Investment Management

Today’s investors have an important decision to make when choosing a portfolio manager.

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Wealth Planning

Our expectation is the same as yours—to be there for you when you need us.

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Executive Planning Services

Executives face many unique challenges when managing their personal financial plans.

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Risk Management

Risk can take many forms: illness, accident, liability, and natural disasters, to name a few.

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Estate Planning

Have you considered your legacy? Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality can be difficult.

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Tax Planning

Staying on top of changes in state, federal, corporate and other taxes is a massive undertaking.

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Our Fee Structure

We charge one, all-inclusive annual fee for our ongoing investment management and financial planning services. This fee is based upon a percentage of your assets under management as outlined in our fee schedule. Our services are best suited for clients with investable assets in excess of $500,000.

Assets Under Management

Annual Fee

$500,001 - $1,500,000

1.00%

$1,500,001 - $2,500,000

0.90%

$2,500,001 - $3,500,000

0.80%

$3,500,001 - $5,000,000

0.70%

Above $5,000,000

0.60%

*Our fee schedule is not tiered, so whatever asset band your overall household account relationship falls into is what you pay.

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I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.

Warren Buffett

In investing, what is comfortable is rarely profitable.”

Robert Arnott

Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.

Sir John Templeton

Your success in investing will depend in part on your character and guts, and in part on your ability to realize at the height of the ebullience and the depth of despair alike that this too shall pass.

John Bogle

You make most of your money in a bear market, you just don’t realize it at the time.

Shelby Cullom Davis

If you watch a basketball game and at the end of the game the score is 105 to 95, no one says, wait a second, in the third quarter, you lost 28 to 18. What was the story in the third quarter?

Peter Lynch

The stock market is filled with individuals who know the price of everything, but the value of nothing.

Philip Fisher

There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.

Louise Yamada

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

Paul Samuelson

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Our Team

Click on the pictures below to learn more about our advisors.

Dustin Hall

Co-Founder and Chief Investment Officer

MBA, CFP®, ChFC®

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Dustin Hall

Phone: 919-228-6300

Email: dhall@hallburns.com

    

Dustin Hall, MBA, CFP®, ChFC® is Co-Founder and Chief Investment Officer of Hall & Burns Wealth Management, LLC.

As Chief Investment Officer, he is responsible for developing the firm’s macro-economic forecast, asset allocation and individual security selection, as well as implementing the “Advance & Protect” investment strategy.  

As a Wealth Advisor, Dustin serves as his clients’ personal CFO by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans.  Dustin has extensive experience working with corporate executives and has a deep understanding of the intricacies and complexities of equity compensation.

Before founding Hall & Burns Wealth Management, he was an investment advisor representative, along with co-founder Kathy Burns, at ING Financial Network Investment Corporation.  Prior to that, he held investment positions with several financial firms, including Wachovia Bank. He earned his BA with honors from East Carolina University, which he attended on a tennis scholarship, and also completed his MA in Business Administration.  In 2007, Dustin successfully met the standards required by the CFP Board, including completing the education and examination requirements, and became a CFP® practitioner,  (making him one of the youngest in the nation at that time.)  He also holds the ChFC® (Chartered Financial Consultant) professional designation from the American College.

Dustin has been featured in a variety of publications, including the Wall Street Journal Online, News & Observer, and Triangle Business Leader.  In 2010, he was named one of the Triangle’s Top 50 Entrepreneurs by Business Leader Magazine.

Dustin lives with his wife Cara, and their Welsh Corgi Webster, in Raleigh, North Carolina. He enjoys Duke basketball, reading, fishing and playing tennis.

 

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*No strategy ensures a profit or protects against a loss.

Bio
Photo of team member

Kathy Burns

Co-Founder

CPA, PFS

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Kathy Burns

Phone: 919-228-6300

Email: kburns@hallburns.com

 

Kathy Burns, CPA/PFS is Co-Founder of Hall & Burns Wealth Management and leads the tax planning and estate planning specialties of the firm.  With over 20 years of in-depth tax and financial experience, Kathy provides broad-based financial planning advice to both individuals and businesses.  Her deep understanding of income taxes has enabled her to create customized strategies for AMT mitigation, exercising employee stock options, and retirement plan distributions for clients of the firm. She currently holds the Series 7, 63 and 65 securities registrations through LPL Financial. 


Before founding Hall & Burns Wealth Management, Kathy founded Kathy Burns, CPA, PA in 1998. In 2004, she merged with Lanny Bynum, CPA, PA forming BURNS & BYNUM, CPA, PA, which she managed for several years, experiencing significant growth and success. Earlier in her career she was the Director of Corporate Tax, Planning and Budgeting at Blue Cross Blue Shield of NC and Tax Manager at RSM McGladrey.  Kathy is a graduate of East Carolina University and is very involved in various community activities.    She currently serves as the Treasurer for the Cary Chamber of Commerce, Treasurer of the Morrisville Rotary Club, and is the Past Chair for the Cary Chamber of Commerce and Past President of the Morrisville Rotary.  In 2011, she was the recipient of the Triangle Business Journal’s Women in Business Award and Business Leader Magazine’s Women Extraordinaire Award.

 

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Bio
Photo of team member

Brad McGrady

Wealth Planning Assistant/Operations Associate

CFP®

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Brad McGrady

Phone: 919-228-6300

Email: bmcgrady@hallburns.com

 

 

Brad McGrady, CFP® is a Wealth Planning Assistant/Operations Associate of Hall & Burns Wealth Management.

As an integral part of the team, Brad is responsible for supporting Hall & Burns Wealth Management in the daily operations of the firm and delivering an exceptional client service experience. Additionally, Brad is responsible for doing in-depth research on complex planning related issues facing our clients and assisting with financial plan development. Brad holds a Series 7 and 66 License through LPL Financial. He also holds Life and Health insurance licenses in the state of North Carolina.
 
Before joining Hall & Burns Wealth Management, Brad spent several years with Ameriprise Financial in operations and wealth planning roles. Brad holds a B.S. in Finance from Rutgers University.
 
Brad and his family love being outdoors and enjoy hiking, kayaking, camping, and fishing. From growing up in southern New Jersey, he is a huge Philadelphia professional sports fan. He is a member of Hope Community Church and serves in several different areas, including their Kid City Ministry as a Small Group Leader and the Stewardship Ministry as a Financial Coach.
 
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Bio

Our Blog

You can count on our weekly entertaining and educational blog posts to provide you with thoughtful insight on market and economic news as well as key financial planning issues.

Latest Blog Posts

What You Need to Know About the New Covid-19 Stimulus Package
Jan 20, 2021 by Hall & Burns Wealth Management, LLC

What You Need to Know About the New Covid-19 Stimulus Package 

President Trump has signed the new $900 billion economic relief and spending bill passed by Congress. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package. 

The goal of this bill is to continue to offer assistance to businesses struggling during the COVID-19...

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Keeping your Personal Finances in Shape
Dec 29, 2020 by Hall & Burns Wealth Management, LLC

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like. Keeping that in mind, here are a few things you can do (or not do) when just starting on your investment journey. 

Start looking at your...

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Do You Still Need Life Insurance When You Retire?
Dec 15, 2020 by Hall & Burns Wealth Management, LLC

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. Life insurance benefits are especially important for individuals who still have dependents or have accrued a significant amount of debt.  So, if you don’t fit this description and have plenty of...

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Contact Us

Hall & Burns Wealth Management is committed to helping you create a better financial future with objective and customized financial advice.

If you are interested in learning more about working together and the services we provide, we encourage you to please contact us by either phone, completing the form below, or clicking on the “schedule introductory call” button. We look forward to serving you!

 

 

 

Schedule Introductory Call

 

Address

1001 Winstead Drive, Suite 275, Cary, NC 27513

Get Directions

Phone
919-228-6300
 

Fax
919-228-6301
 

E-mail
dhall@hallburns.com

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