Who We Are

Our team specializes in meeting the needs of families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to carry on a family financial legacy.

Scott Burford, CFA® | Partner

Scott has made a career in the investment world dating back to 1976. His journey includes stops at Republic Bank, MBank Dallas, Burford Partners Futures Fund, Burford Perry & Company, Southwest/Hilltop Securities, and now Burford Brothers. With his background and Chartered Financial Analyst designation, he is well positioned among our team to assist clients with investment analysis and decisions.

Charlie Burford | Partner

Charlie started his career alongside Scott in 2013. While still involved with macro investment decisions, Charlie utilizes his vast knowledge to specialize in financial planning and client education. He helps keep our team committed to objective planning using our proprietary process, The 2020 Formula, which focuses on what we can control.

Annette Wilson | Associate

Annette’s multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013. In 2014, she joined our team at Hilltop Securities and transitioned with our team to Burford Brothers. Annette wears many hats for us but primarily focuses on cash management, developing and implementing our existing and new client process, and acting as the liaison to Charles Schwab's back office. 

Our Other Professional Resources

As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.

Our Strategic Partners Include:

  • Estate Planning Attorneys
  • Elder Law Attorneys
  • Mortgage Loan Brokers
  • Property and Casualty Insurance Brokers
  • Retirement Plan Administrators


  • Certified Public Accountants
  • Residential Realtors
  • Private Client Bankers
  • Business Valuation Professionals
  • Retirement Living Consultants

Complimentary Review