Art Burton, WMCP

Art Burton, WMCP I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Member SIPC.

I help people get financially organized, make confident money decisions, and stay accountable to their goals through a simple, honest approach focused on long-term security, peace of mind, and plans that fit real life. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

Retirement analysis and progr

ams
Estate strategies
Employee benefit and retention services
Business continuation strategies
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institution. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. Arthur Burton is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. www.SIPC.org | Supervisory Office: 6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566, Phone: 925-979-2300. I am licensed to sell insurance in: CA

CA Insurance Lic. 0G01920, domiciled in CA. I am registered to sell securities in: CA


MM202611-311872

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

I’m considering hosting an upcoming workshop—both virtual and in person—focused on the “Five Estate Planning Documents Y...
06/02/2026

I’m considering hosting an upcoming workshop—both virtual and in person—focused on the “Five Estate Planning Documents You Should Know.” 📄

This session is designed to provide general education and help you better understand key components of the estate planning process in a clear and practical way.

If you’re interested in attending this complimentary workshop, please comment “planning” below, and I’ll be sure to keep you informed as details are finalized. 💬

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

The most successful business owners and investors don’t just build wealth—they build aligned advisory teams.Most high-ne...
05/29/2026

The most successful business owners and investors don’t just build wealth—they build aligned advisory teams.

Most high-net-worth individuals already have the right people in place:

CPA
Attorney
Financial Planner & Advisor
Coach or mentor

But here’s the disconnect I consistently see:

These professionals operate in silos.
-No coordinated strategy.
-No shared communication.
-Limited alignment around the bigger picture.

And that gap often leads to:

-Missed tax-saving opportunities
-Inefficient structuring
-Fragmented long-term planning

The real differentiator is integration.

When your advisors are working together—aligned around your objectives—you create a far more efficient, strategic, and intentional approach to wealth.

That’s where sophisticated planning actually happens.

If you’re not sure whether your current team is coordinated—or you know they aren’t—
it may be time to take a closer look.

📩 I’m always open to a quick, low-pressure conversation to help you identify gaps or opportunities within your current structure.

Who’s on your “life roster”? 🧠💼Think about it for a second…Do you have:✅ A mentor guiding your growth?✅ A coach pushing ...
05/29/2026

Who’s on your “life roster”? 🧠💼

Think about it for a second…

Do you have:
✅ A mentor guiding your growth?
✅ A coach pushing you to level up?
✅ A CPA keeping your finances in check?
✅ A lawyer protecting what you’ve built?
✅ A financial advisor helping you plan your future?

Now here’s the real question…
👉🏾 Are they all actually working together for YOU?

Most of the time, they’re not. They’re each doing great work—but in their own lane.
Imagine the power of having your entire team aligned, communicating, and collaborating—focused on what’s best for you.

That’s where real strategy happens. That’s where real progress is made. 🚀

💭 Food for thought: Your success isn’t just about who you have on your team… it’s about how well they work together.

05/29/2026

The way I typically work with clients is quite straightforward.

First, I take a clear look at where you are today financially.

Second, we discuss where you ultimately want to go — your goals, priorities, and vision for the
future.

Then, if appropriate, we design strategies that help move you toward those goals in the most efficient and effective way possible.

Along the way, I’m also here to answer any questions you may have — whether about my firm, the planning process, or your current financial situation.

https://calendly.com/artburton-financialguide/30min

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planni...
05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

05/27/2026

Top 4 things to remember, when selling business interest between family members:

1. Must be for bonafide business purpose.
2. The transaction cannot be a device for transferring for less than full and adequate consideration
3. Must contain a right of first refusal for the seller
4. Must be negotiated at arms-length

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Address

1676 N California Boulevard STE 430
Walnut Creek, CA
94596

Opening Hours

Monday 11:30am - 3:30am
Tuesday 11:30am - 3:30pm
Wednesday 11:30am - 3:30pm
Thursday 11:30am - 3:30pm
Friday 11:30am - 3:30pm

Telephone

+14157249071

Website

https://badges.theamericancollege.edu/6750806f-1bb1-4

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