Kenneth Burke
Partner Advisor
CPA/PFS, CBEC
Kenneth Burke is a Partner Advisor serving Allworth’s Rochester, New York, office. With more than 35 years of experience in finance and taxation, he helps individuals, families, and business owners make thoughtful financial decisions through comprehensive wealth planning and tax-aware strategies. As both a Certified Public Accountant/Personal Financial Specialist (CPA/PFS™) and Certified Business Exit Consultant® (CBEC®), Kenneth brings a broad perspective to helping clients preserve, grow, and transition wealth with confidence.
Prior to Allworth, Kenneth served as CEO of High Falls Advisors, a Rochester-based wealth management firm that partnered with Allworth in 2026. In this role, he led the firm’s strategic direction, supported its continued growth, and reinforced its longstanding commitment to exceptional client service.
A cum laude graduate from Niagara University with a Bachelor of Business Administration in Accounting, Kenneth is an active member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. His professional and community leadership also includes serving on the Niagara University School of Business Advisory Board, as Board Chair of the Arthritis Foundation Rochester Chapter, a member of the Arthritis Foundation National Audit Committee, and Board Chair of the Society for Financial Service Professionals. He is also the founder of FocalPoint Business Coaching of New York, a consulting practice specializing in business performance improvement and succession planning.
Kenneth lives in Fairport with his wife, and together they have four grown children and four grandchildren.
Every client relationship begins with listening. Before making recommendations, I take the time to understand their goals, family dynamics, cash flow needs, tax considerations, investment experience, and the broader context surrounding their financial decisions. That understanding allows me to develop strategies that are both practical and aligned with their long-term objectives.
As a CPA/PFS™, I believe the strongest wealth plans are those that integrate tax strategy, investment management, and long-term planning into one coordinated approach. My role is to help clients evaluate opportunities from multiple perspectives so each decision supports their broader financial picture.
Throughout our partnership, my clients can expect a collaborative relationship built on clear communication, practical guidance, and ongoing support. I strive to simplify complex issues, explain the reasoning behind every recommendation, and remain a trusted resource as life circumstances, markets, and tax laws evolve.
What I enjoy most about this work is helping my clients make thoughtful decisions around some of life’s most important financial moments. Whether the conversation involves retirement, taxes, investments, family considerations, or business transitions, I find it rewarding to bring structure and perspective to situations that can often feel complex.
Mostly, the greatest satisfaction comes from helping clients understand their options and develop a practical path forward. Knowing I’ve helped simplify a difficult decision and position someone for long-term success is what continues to make this work so meaningful.
The best financial decisions are made when taxes, investments, and long-term objectives are considered together, not separately.
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