Broker Check

Our Firm

The name of our firm is taken from the name of the community in which Donna has resided for over 30 years.  Upon entering the Village of Burr Ridge for the first time (as she exited off I55 onto County Line Road), she was stunned by the beauty and strength of the mighty burr oak trees dotting the ridgeline.  She remembers pondering how these majestic trees had grown from the tiny acorns to trees that had survived generations. With this thought in mind, it seemed appropriate to name her business after this community and to honor the "seeds" she would help her clients plant toward their goals for their future as well as those for whom they care.

Burr Ridge Financial Services, Inc. was initially incorporated in the State of Illinois on March 29, 1978. Shortly thereafter, Burr Ridge Financial Planning Services, Inc. was adopted as its business name to better reflect its main business focus of planning rather than transactional activities.  Clients  need to utilize many tools, techniques and products to accomplish their goals; however, in our office, investment, insurance and banking products are purchased by clients, not sold to them. Our priority is to identify the most suitable and cost effective means to work toward accomplishing our clients goals and to educate clients so that they may make informed decisions.

A Burr Ridge Financial Planning adviser maintains a continuous long-term relationship with clients during which a financial plan is researched, formulated, implemented and periodically updated, reviewed and adjusted.  These ongoing relationships involve continuous "investment supervisory services", as the term is defined under the Advisers Act. Burr Ridge Financial Planning Services, Inc., is a state regulated Registered Investment Adviser as registered with the Investment Adviser Registration Depository (IARD) and regulated by the State of Illinois Securities Department and North American Securities Administration Association (NASAA).

Clients of Burr Ridge Financial Planning Services, Inc. work directly with their planner, Donna M. Cainkar, and her non-registered administrative assistant for over 25 years, Cathy Rademacher.  As such, their concerns always receive personal attention in a confidential manner.