Advisor

Professional Photo of Heath Burch

Heath Burch

CFP®, CTFA, ChSNC™

Helping members create a path to their financial goals drives my passion for being an advisor. My focus is to leverage two decades of experience as an advisor to help members navigate their complex financial planning needs. From integrating wealth management plans with trust and estate plans to diversifying wealth in a business, I empower members to manage the transition of their wealth to the next generation.

“It is important to focus on your “why” before the how, so that I can provide guidance within the personal context of your family’s life, not everyone else’s.”

With degrees in both finance and international business, and professional designations that prepare me for the complexity of your plan, I have the insights and experience needed to help develop a strategy that meets your needs and ultimate objectives.

I also have a dedicated focus on assisting families who have loved ones with special needs, building plans that can support more than one generation. My wife Martha and I, along with our three sons, are invested in being involved in the Kansas City community we love. I currently sit as President of the Board for Variety Children’s Charity of Kansas City and as chair of the Board of Directors for the Liberty Education Foundation.

Call today to set up a no-obligation conversation with me or a member of our team.

Primary Location

Special Needs Planning Center
10601 Mission Road
Suite 10617
Leawood, KS 66206

Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:


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Are Not NCUA or otherwise Federally Insured

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