Joanne Burke (CFP®, CPA/PFS)

Joanne Burke focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I have a BS and MS in Accounting with a specialization in tax. My CPA career began in the tax arena at KPMG but I quickly found my passion in financial planning. Before leaving KPMG, I obtained my CFP license. I then moved to a tax boutique law firm and delved deeper into estate planning engagements. From there, I started and have run a successful tax practice focusing on high wealth individuals, retirees, small business owners, estates, and trusts for over 20 years. I bring a tax centric lens to each client’s unique planning situation to minimize their tax burden thereby increasing wealth. I especially enjoy working through retirement planning scenarios as they are really tax focused issues.

I enjoy helping clients from a holistic perspective to find financial security. Our financial lives have many moving parts – retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client’s piece the puzzle together and hone in on what’s important to them about money and how they can use it to meet their goals.

In my spare time, I volunteer with environmental and women’s rights groups, native garden and enjoy Crossfit workouts with my family.

NAPFA Start Date

November 05, 2019


This Office

705 Birch St SW Vienna, VA 22180-6308 Phone: (703) 319-8778