Burns & Associates

Phoenix, United States Founded: 2006 • Age: 20 yrs Acquired By Health Management
Wealth management services are provided to clients by the firm.

About Burns & Associates

Burns & Associates is a Financial Services company based in Phoenix (United States) founded in 2006 by Peter Burns and Mark Podrazik, and was acquired by Health Management in September 2020. Wealth management services are provided to clients by the firm. The company has 12 employees. Burns & Associates offers products and services including Quality & Accreditation Services, Behavioral Health Managed Care, Investment Services, Actuarial Services, and Analytics Services. Its focus areas include Asset Management, Wealth Management and Services for Investment Industry. Its legal entity is BURNS & ASSOCIATES, INC. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.

Company details

Burns Associates was founded in 2006 by co-founders Peter Burns and Mark Podrazik in Phoenix, United States. Wealth management is handled as the core sector, with operations centered in Phoenix. Services include financial advisory and investment strategies for clients. The firms domain, burnshealthpolicy.com, supports its activities in the financial services industry. Focus remains on client asset management within the U.S. geography.

  • Headquarters Phoenix, United States
  • Employees 12
  • Founders Peter Burns, Mark Podrazik
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website burnshealthpolicy.com
  • Social LinkedIn
  • Acquired by Health Management (Sep 2020)
  • Legal Name Burns & Associates, Inc.
Key Metrics

Products & Services of Burns & Associates

Burns & Associates offers a comprehensive portfolio of products and services, including Quality & Accreditation Services, Behavioral Health Managed Care, Investment Services, Actuarial Services, and Analytics Services.

Quality & Accreditation Services
Consulting

Provides quality assurance and accreditation for healthcare programs

Behavioral Health Managed Care
Health Services

Manages behavioral health care for various populations

Investment Services
Financial Consulting

Offers investment advice for healthcare initiatives

Actuarial Services
Analytics

Conducts actuarial analysis for insurance and programs

Analytics Services
Data Consulting

Delivers data analytics for healthcare decision-making

Justice-Involved Services
Community Services

Supports justice-involved individuals with health programs

Investors in Burns & Associates

Burns & Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Health Management.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Provides research and consulting for publicly funded healthcare and human services policies.
1985healthmanagement.comLansing, United States
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People of Burns & Associates

2 people are tracked at Burns & Associates (2 in leadership); the tracked headcount is 12.

NameRoleGroup
Peter Burns
Co-FounderLeadership
Mark Podrazik
Co-FounderLeadership
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Timeline of Burns & Associates

2 dated milestones of Burns & Associates across 14 years, from founding to its latest funding, stage changes and deals.

  1. Founded Burns & Associates is founded.
  2. Exit Acquired by Health Management.

Competitors of Burns & Associates

Burns & Associates has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
raymondjames.com1962St. Petersburg, United States18,000
M&A advisory, capital markets, and wealth management services are offered.
wintrust.com1991Rosemont, United States10,463
Bank offering diversified financial services
focusfinancialpartners.com2004New York, United States$332.68M
Business consulting services are provided to banks and lending institutions.
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Detailed competitors of Burns Associates

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Top companies in Asset Management

3 companies that operate in the same segment as Burns & Associates (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Burns & Associates

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Frequently Asked Questions about Burns & Associates

Burns & Associates was founded in 2006.

Burns & Associates is headquartered in Phoenix, United States. It is registered at Phoenix, Arizona, United States.

Burns & Associates has 12 employees.

Burns Associates was founded in 2006 by co-founders Peter Burns and Mark Podrazik in Phoenix, United States. Wealth management is handled as the core sector, with operations centered in Phoenix. Services include financial advisory and investment strategies for clients. The firms domain, burnshealthpolicy.com, supports its activities in the financial services industry. Focus remains on client asset management within the U.S. geography.

Burns & Associates's top competitors include Focus Financial Partners, Raymond James and Wintrust.

Burns & Associates offers Quality & Accreditation Services, Behavioral Health Managed Care, Investment Services, Actuarial Services, and 2 more products and services.

Burns & Associates has 1 investor. Key investors include Health Management.

Burns & Associates operates through Burns & Associates, Inc..

Yes. Burns & Associates was acquired by Health Management in September 2020.

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