Sunburst Financial Group, LLC

Sunburst Financial Group, LLC is an independent investment adviser specializing in financial planning-based investment management. Established in April 2016 and owned principally by Randy Martin, the firm actively manages over $499 million in assets as of December 2022. Services offered include financial planning, consulting, and investment management in areas such as retirement, tax, estate, and insurance planning. The firm utilizes a fundamental method of analysis and asset allocation strategy based on Modern Portfolio Theory. Investment strategies focus on long-term investing, asset allocation, high-quality liquid investments, expense reduction, and tax efficiency. Sunburst Financial Group charges fixed fees for financial planning services and an annual fee based on assets under management for investment management services. The firm primarily recommends utilizing Schwab Advisor Services for custody, brokerage, and clearing services. Clients have the option to direct brokerage and may impose restrictions on investment discretion. The firm does not provide performance-based fees, accepts various types of clients, and has no disciplinary events. Sunburst Financial Group maintains a code of ethics, handles client complaints, and does not accept authority to vote client securities. The firm does not disclose financial information as it meets regulatory requirements.