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Tyler Burns, CFP®

Avid Reader | Philly Sports Fan | Associate Advisor

Tyler joined Compass in 2023, bringing with him five years of investment management experience. Tyler began his career with Efficient Advisors in Philadelphia and spent the past three years with Ballentine Capital an RIA in Greenville, South Carolina as a financial planning analyst.

Tyler is a graduate of the University of Delaware with a B.S in Economics. He completed his financial planning coursework at the University of Georgia Terry School of Business and recently obtained his Certified Financial Planner designation. Tyler holds the Series 7, Series 63, Series 65, and Life and Health Insurance licenses as well.

Check the background of this investment professional on FINRA’s BrokerCheck.

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300 Conshohocken State Rd #230,
Conshohocken, PA 19428
877.799.6830
[email protected]
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Securities offered through Keel Point Capital LLC, Member FINRA and SIPC. | finra.org | sipc.org | Important Disclosures

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Keel Point Capital LLC, Member FINRA/SIPC

Check the background of this firm on FINRA’s BrokerCheck. | Form ADV 3, Customer Relationship Summary