Sarah U. Burnett, Principal, Chief Compliance Officer

Sarah advises clients who are seeking a holistic approach to wealth management. Those clients vary widely in their personal and professional backgrounds, but all have made or grown their fortune through work ethic, grit and determination.

Sarah is passionate about helping clients define and work to meet their investment goals, but she goes beyond just advising her clients on investments. She holds her clients accountable for financial decisions at each stage of life, building comprehensive plans that are always in her clients’ best interests.

Prior to co-founding MontVue in 1999, Sarah honed her investment acumen as a securities analyst and portfolio manager for banks, trust departments, and investment advisors including Wachovia Bank & Trust, Virginia Farm Bureau Mutual Insurance Services, CFB Advisory, and Davidson, Garrard & Goode.

Sarah is a 1981 graduate of the University of Virginia’s McIntire School of Commerce completing a Bachelor of Science degree with concentrations in finance and management.

Sarah is passionate about helping clients define and work to meet their investment goals.

Holistic wealth management requires the right fit and chemistry between client and advisor. We offer a complementary initial consultation to get acquainted and explore whether we’re the right firm for you. If you’re ready to schedule a visit, please drop us a line.