What Burrows Financial Holdings does

Burrows Financial Holdings is a privately held financial services firm headquartered in Webster, Texas, founded in 2022 by Don Burrows and Clint Auttonberry after their departure from Hilltop Securities. The company operates as an integrated financial services platform offering four coordinated service lines: wealth management and investment advisory (through affiliated Burrows Capital Advisors), independent insurance agency services (personal, commercial, life, disability, and specialty coverage), tax planning and preparation, and business consulting covering M&A advisory, exit planning, succession planning, and grant writing. The firm targets individuals and families, business owners, small-to-mid-sized businesses, and institutions/nonprofits, primarily across Texas. Reported headcount is 11–50 employees, and the company is entirely founder-owned with no disclosed external investors.

The firm employs a consultative, advisor-led delivery model with no proprietary technology platform disclosed. The technology stack is limited to a WordPress-based marketing and lead-capture website, a multi-step structured client intake form that routes prospects to appropriate service teams, and a third-party integration with Canopy Insurance that provides instant quoting for insurance lines. Operations run from two physical offices—Webster, Texas (new headquarters relocated in 2025) and Heath, Texas in the Dallas–Fort Worth market (opened 2023)—with a third wealth presence announced in Bryan/College Station in 2025. The leadership team includes an Executive Vice President & COO (Rolando Villarreal), Executive Vice President & CFO (Ashley Villarreal), Director of Business Development (Craig Buchholz, formerly of Merrill Lynch and JP Morgan Chase), Director of Accounting, Chief of Staff (Fabian Hernandez, formerly of Hilltop Securities and Charles Schwab), and Director of Marketing.

Revenue is generated through multiple streams: asset-based and advisory fees on wealth management through Burrows Capital Advisors, insurance carrier commissions on policies placed through the independent agency, professional service fees for tax preparation and bookkeeping, and consulting engagement fees for strategic and M&A advisory work. Customer acquisition combines website lead generation, the multi-step intake form, LinkedIn and Facebook presence, email newsletter subscription, and direct advisor outreach, with referrals likely material in a relationship-driven advisory market. The firm's stated differentiator is its integrated cross-discipline coordination under a single client relationship, in contrast to the industry standard of separate wealth, insurance, tax, and consulting providers.

Name

Burrows Financial Holdings

Legal name

Burrows Financial Holdings, INC.

Website

https://burrowsfh.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Burrows Financial Holdings is a privately held Texas-based integrated financial services firm offering coordinated wealth management, insurance, tax, and business consulting services to individuals, business owners, SMBs, and institutions across Texas, operating through affiliated Burrows Capital Advisors.

Ownership category

akta.pro rank

Product category

Integrated Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Independent insurance agency
• Tax planning advisory
• Business consulting
• Financial advisory firm

Headquarters

HQ city

Webster

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Wealth Management and Advisory Services: Wealth management and investment advisory services offered through Burrows Capital Advisors, a separate affiliated firm. The firm provides personalized wealth planning, retirement planning, and investment guidance to individuals and business owners, likely generating revenue through advisory fees, asset management fees, or commission-based compensation.
2. Insurance Agency Services: As an independent insurance agency, Burrows Financial earns commissions by shopping multiple insurance providers on behalf of clients. Services include personal insurance (home, auto, pet), commercial insurance, life insurance, disability insurance, and specialty insurance (motorcycle, boat, RV). Revenue is generated through insurance carrier commissions on policies placed.
3. Tax Preparation and Advisory: Tax planning, preparation, and compliance services for individuals, small businesses, and institutions. Services include tax return preparation, bookkeeping and payroll services, and tax consulting. Revenue is generated through service fees for preparation and advisory engagements.
4. Business Consulting Services: Strategic consulting services for organizations, business owners, and individuals covering M&A advisory, exit planning, succession planning, strategic planning, and financial guidance. Revenue is generated through consulting engagement fees, likely hourly or project-based.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Burrows Financial Holdings is a privately held financial services company providing integrated wealth management, insurance, tax, and consulting services. The firm serves individuals, business owners, and institutions in Texas through coordinated advisory engagements, with wealth management delivered via affiliated firm Burrows Capital Advisors and insurance distributed through an independent agency that shops multiple carriers.

Product overview

Burrows Financial Holdings operates as an integrated financial services firm offering four core service lines: Wealth Management (investment guidance, retirement planning), Insurance Services (personal, commercial, life, specialty coverage through independent agency), Tax Services (planning, preparation, bookkeeping), and Business Consulting (M&A, strategy, succession). The firm provides integrated wealth management, tax planning, insurance, and consulting services under one coordinated approach. The company is structured with affiliated firm Burrows Capital Advisors for wealth management and utilizes Canopy Insurance for instant quote functionality. Services are coordinated around a unified approach to simplify complexity across wealth, insurance, tax, and consulting disciplines.

Differentiator

Problem solved

Functional benefit

Brands

• Burrows Capital Advisors: Wealth management and investment advisory services offered through a separate affiliated firm.
• Burrows Business

Products and services

• Wealth Management Personalized wealth planning and investment guidance for individuals and families covering retirement planning, investment management, financial planning, estate planning, and tax-efficient wealth transfer.
• Insurance Services Independent insurance agency offering personal insurance (home, auto, pet), commercial insurance, life insurance, disability insurance, and specialty insurance (motorcycle, boat, RV). Shops multiple carriers and provides instant quotes through Canopy platform.
• Tax Services Tax planning, preparation, and advisory services for individuals and businesses including tax return preparation, bookkeeping, payroll services, and tax consulting.
• Business Consulting Strategic consulting for organizations, business owners, and individuals covering M&A advisory, exit planning, succession planning, strategic planning, grant writing, governance, and operational assessments. Delivered through sub-brand Burrows Business.
• Burrows Capital Advisors Affiliated firm offering wealth management and investment advisory services to clients, with offices in Webster and Heath, Texas.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• Investment Business BrokerscoreStrategic or Co-development Partner · 1 January 2026Burrows Financial entered a strategic partnership with Investment Business Brokers (IBB) in 2026, adding M&A expertise for business owners while bringing wealth management capabilities to IBB's existing client base. This partnership enables Burrows Financial to offer enhanced exit planning and M&A advisory services, while IBB clients gain access to integrated wealth management, insurance, tax, and consulting services.

Scale indicators4 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Fisher Investments: Large independent investment management and wealth advisory firm serving HNW individuals and institutions — comparable to Burrows Capital Advisors' investment advisory business in target market and fee model, though significantly larger and more institutional in orientation.
• Creative Planning: Large multi-family office and RIA offering integrated wealth management, tax planning, and business advisory to HNW individuals and business owners — directly comparable to Burrows' integrated service model, though at materially larger scale.
• Hightower Advisors: Chicago-based RIA partnership platform providing wealth management, investment advisory, and business consulting to HNW individuals, families, and institutions — directly comparable partnership-aggregation model with integrated services.
• Buckingham Strategic Wealth: National RIA providing fiduciary wealth management, financial planning, and tax-aware investment advice to HNW individuals and families — comparable integrated financial planning thesis to Burrows Capital Advisors, with similar target client profile.
• Mariner Wealth Advisors: National wealth advisory firm providing integrated financial planning, investment management, tax, estate, and retirement plan services to HNW clients and business owners — same integrated-service thesis as Burrows, executed at greater scale with significant Texas presence.
• Carson Group: Partnership-based wealth management platform offering coaching, technology, and integrated advisory, tax, and business consulting services to advisors and their HNW clients — comparable integrated model with a partnership-of-advisors structure rather than a single-house brand.
• Edelman Financial Engines: One of the largest US RIAs offering wealth planning, investment management, and financial planning to individuals and families — directly comparable to Burrows Capital Advisors' wealth advisory business, with a much larger asset base.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the US, providing wealth advisory, brokerage, and insurance solutions to independent advisors and their clients — broad incumbent with infrastructure, technology, and scale advantages over Burrows' regional integrated model.
• Commonwealth Financial Network: Large independent broker-dealer and RIA platform providing wealth management, practice management, and integrated solutions to independent advisors — comparable distribution and integrated-service support to a firm like Burrows, but at much larger advisor-network scale.
• Cetera Financial Group: Large independent broker-dealer and wealth management platform serving thousands of advisors with wealth, insurance, and practice management solutions — broader incumbent offering overlapping capabilities across Burrows' wealth and insurance lines.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/people/Burrows-Financial/61573893836392
• LinkedInlinkedin.com/company/burrows-financial-holdings-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burrows Financial Holdings