Burns-Blackburn Group

FinancialVerified

About

For investment advisory and insurance planning along Carlsbad's Palomar Airport Road corridor, the Burns-Blackburn Group delivers securities services through Madison Avenue Securities, LLC, a FINRA/SIPC member broker-dealer. Investment advisory services operate under Integrated Advisors Network LLC (IAN), an SEC-registered RIA, creating a dual-channel structure where portfolio management and risk-transfer products coexist under one practice—a planning integration paralleled by standalone carriers such as The Insurance Place. The firm's advisory scope covers high-net-worth individuals, trusts, estates, retirement plans, and corporate entities, with strategies that blend fundamental security selection, quantitative screening, and third-party sub-adviser platforms. Burns-Blackburn Insurance Solutions, the practice's affiliated agency on the same Palomar Airport Road campus, underwrites universal life, indexed universal life, long-term care, and fixed indexed annuity contracts. Business-owner exit-planning engagements pair liquidity modeling with succession-timeline analysis, a financial-advisory niche that connects with the M&A brokerage work at Transworld Business Advisors of San Diego North. The practice structures hedged equity portfolios using covered-call overlays and defined-risk collar positions on concentrated holdings, pairing tactical income generation with downside protection across individual-stock mandates exceeding seven figures.