John’s Approach
John F. Burns Jr.
CFP®
Senior Managing Partner / Member Owner
Overview
John Burns, Jr. is a senior managing partner at Savant’s Dallas, Texas, office. A CERTIFIED FINANCIAL PLANNER® professional, John has more than 30 years of industry experience, including his serving as CEO at Exencial Wealth Advisors, which was a fee-only registered investment adviser that provided objective investment management and financial planning services to individuals, families, corporate executives, business owners, and institutional-level clients nationwide. John began working at Savant in 2026 when Exencial joined the firm.
Throughout his career, John has presented at major industry conferences and is a regular contributor to national financial media. He and his colleagues have been featured on CNBC and Fox Business and quoted in outlets including The Wall Street Journal, U.S. News & World Report, CNNMoney, and Bloomberg.
A longtime advocate for talent development, John has focused on attracting, retaining, and mentoring the next generation of professionals to help ensure continuity and long-term client service. He is also a founding member of aRIA, a boutique alliance of independent RIAs that collaborates on insights related to firm growth and enterprise value.
John earned a bachelor’s degree in business administration from the University of Oklahoma. He is an active member of the Financial Planning Association at both the local and national levels.
John and his wife, Melanie, split their time between Oklahoma City and Dallas. They have three children and three grandchildren, and enjoy spending time together as a family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Oklahoma
Bachelor of Science in Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- aRIA – founding member
- Financial Planning Association – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is a Roth Conversion Right for You?
Learn how an IRA to Roth conversion works, which rules apply, how to convert a traditional IRA, and…
Looking Ahead to 2027: A Budgeting Guide for Retirement Plan Sponsors
Building a 2027 retirement plan budget? Review plan fees, employer contributions, service arrangements, and potential changes before year-end.
Preserving Generational Wealth Video from Savant Wealth Management
Watch the video "Preserving Generational Wealth" to learn expert strategies about estate planning. Get practical tips from Savant…
How Chicagoland Families Can Balance Today’s Financial Priorities with Tomorrow’s Goals
Balance retirement, education, giving, and legacy goals in one plan. See which Illinois rules reward today’s decisions and…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.