Burwell Hutchinson (CFP®, CPA)

Burwell Hutchinson focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

FINANCIAL, INVESTMENT, AND TAX EXPERTISE FOR YOUR RETIREMENT TRANSITION Retirement is on the horizon—this is an exciting time! But the excitement can be quickly dimmed by feelings of uncertainty. You’re likely asking yourself: “Can I pull this off without outliving my savings?“ "How do I pay for health care?" “What about my family?" Rest assured, your questions and concerns are valid. After all, you want a sense of security when making important financial decisions. Our wealth management firm in Wilmington and Rehoboth Beach, Delaware, wants to help you feel confident about your retirement transitions. As your advisory team, we’ll guide you through the three stages of retirement: uncertainty, stability, and reflection. We’re here to answer your questions, simplify complexities, and support you through life’s ups and downs. Let us be the partner that puts you on the path to peace of mind. As a Registered Investment Advisor, we are legally and ethically obligated to act in your best interest—we wouldn’t have it any other way. Through integrated financial planning, investment management, and tax minimization strategies, we want you to enjoy retirement to the fullest.

NAPFA Start Date

January 27, 2005


This Office

20245 Bay Vista Rd Unit 202 Rehoboth Beach, DE 19971-8024 Phone: (302) 644-3540

Other Offices

5511 Kirkwood Hwy Wilmington, DE 19808-5001 Phone: (302) 442-4233 Fax: (302) 689-4110