About Us

Amy Burg, ChFC, CLU

Managing Partner
Phone: 651-389-4130
Fax: 651-389-4131

My name is Amy Burg, and I’m a founder and partner at our firm. My job is to help our clients build a secure financial future. I’m dedicated to doing it the right way, meaning I believe in committing fully to understanding your needs today and goals for tomorrow before beginning to plan.

I’ve worked hard to gain the designations and registrations needed to show my clients that I’m well-versed in their complex financial matters. Additionally, I’ve made a professional commitment to stay on top of today’s most important financial issues that may affect clients.

My designations include:


  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • FINRA Series 7
  • FINRA Series 63 & 65
  • Life/Health Insurance



As we work together, I’ll help you map and define your financial goals. In doing so, we can discuss the appropriate products to help guide you toward your objectives.


On a personal note, my husband Chris, and two children, Seth and Ellie reside in Lake Elmo, MN. In my free time, I enjoy spending time at our cabin, skiing and running, and walking with our Bernese Mountain dog, Barley, every morning.


You can find Amy at our Arden Hills location.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Falcon Financial Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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