Insights

Sponsorship Highlight Strategic visibility as Official Wealth Management Partner of Southeastern Athletics offers a potential channel to engage university-affiliated clients and families, suggesting a market entry point through campus events, alumni networks, and athletics-related financial education initiatives.

Mid Market Focus With 11-50 employees and revenue in the 10M–25M range, target mid-sized businesses and high-net-worth individuals within the advisor network, presenting opportunities for retirement planning, wealth management, and executive compensation strategies.

Tech Stack Fit Existing tech footprint including HubSpot, Google Analytics, and Gravity Forms indicates readiness for digital lead generation, CRM-driven outreach, and data-driven client journeys to scale client acquisition.

RIA Partnership Operations through Prime Capital Investment Advisors and branding as Prime Capital Financial Wealth Retirement Wellness suggests collaboration opportunities for product integrations, cross-sell of advisory services, and scalable platform partnerships.

Revenue Signal Annual revenue in the 10M–25M band coupled with a broad sponsorship reach implies potential for expanded advisory services, including estate planning, retirement planning, and wellness-oriented financial coaching to attract affluent clients seeking comprehensive solutions.

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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.