Loyd Burleson III (CFP®)

Loyd Burleson III focuses in the
following client markets or areas of practice:

Business Owners

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

One of the most fulfilling things I have done in my life is serve others. My mission is to empower dentists to achieve financial freedom by developing strong relationships of trust, being an excellent communicator, and delivering financial planning advice specific to their situation.

I grew up in Ephrata, Washington and learned the value of hard work and discipline while working in my family’s pizza restaurant as well as being a three-sport athlete. This experience instilled a drive in me to obtain a high level of expertise in my professional life. I then learned how to develop and maintain relationships with individuals with diverse backgrounds as I served a two-year mission for my church in the Washington D.C. area. The values and skills I learned came together as I found a passion for financial planning in the Wealth Management Society at BYU-Idaho.

Outside of the office, I enjoy spending time with my wife, Katie, and our two children. I also enjoy hiking, reading, exercising, and rooting for my favorite sports teams in the Pacific Northwest.