Meet the Oakview team

J. Stanton Burns, CFP®, EA
Financial Advisor

UNLIKE TRADITIONAL ADVISORS,

Stanton is a fee-only professional CERTIFIED FINANCIAL PLANNER™ and has also received his Enrolled Agent (EA®) designation through the Internal Revenue Service.

Before launching Oakview in 2018, he worked for three large and successful financial institutions. Over that time Stanton acquired invaluable knowledge regarding market trends, how to create long-term wealth and the importance of detailed planning for his clients. 

During his several years in the corporate financial world, Stanton traveled nationally, hosting seminars on Financial Planning, Social Security, and Medicare. He genuinely enjoys working with his clients and finding resolutions that give them peace of mind.

When Stanton is not checking the market or building plans, you can find him working on his rock climbing skills, watching sports on T.V. or just spending time with his family, often teaching his daughters all about the important things in life; reading, music and Auburn football. War Eagle!

WITH AN EXTENSIVE BACKGROUND IN CLIENT RELATIONS AND FINANCE,

Sylvia McCormick Burns serves as co-founder and Relationship Manager for Oakview Wealth Solutions. Sylvia works closely with her clients to ensure their plan is built to include their hopes and dreams, as well as encouraging them to safeguard their assets, legacy and loved ones. It is essential to her that her clients feel safe asking questions, keeping the lines of communication open at all times.

To Sylvia, being a part of Oakview means building relationships and caring for her clients like family.

During her downtime, you can find Sylvia doing anything that gets her outside, taking a Yoga class, or her favorite hobby of all, spending time with her husband, two daughters and rescue dog, sixteen-year-old Stanley.

Oakview’s Story

After several long conversations at their kitchen table, Stanton and Sylvia created Oakview Wealth Solutions by starting from scratch, both leaving their corporate finance jobs and jumping head first into the business. Stanton and Sylvia researched and put hours of work in to learn how to run an honest, but also profitable Financial Planning and Investment firm. Their action plans turned into a real business on July 1, 2018. Oakview Wealth Solutions opened their doors with optimistic hearts and zero clients. Through the years, they have kept their eyes on the prize, and created a place where people like them can get professional financial advice from someone who isn't looking at their clients as dollar signs. Late nights, their babies being in meetings from time to time, learning how to run a small business, and be parents. Earning their way to where they are now, proving themselves through a global pandemic, a war in Europe and a probable recession. Celebrating their clients life wins as their own, and walking beside them during the hardest times of their life. This is Oakview Wealth Solutions. Welcome!

IN OUR COMMUNITY

At Oakview Wealth Solutions, we are committed to serving our community. We are proud to have offered our support to the following organizations.

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