About

Creating Value for Clients

We listen to establish the priorities, needs, and risk tolerances of our clients. Our approach reflects the understanding that financial success is not just about making money. Financial success is the preservation and growth of wealth over time, while minimizing some, but not all, risks. 

“Taking a long-term approach can reframe short-term financial obstacles as opportunities for long term success.” – Matthew Burks  

How We Solve Problems

We Win Because We Are Singularly Focused on Client Success  

Our clients recognize that they are in fortunate circumstances. After all, boosting  individual net worth is the second most common life goal in the United States. For high net worth people and families, there are certain dangers that must be avoided. They are often the object of cyber-attacks, fraudulent investment and business schemes, and are likely targets in financial crimes. At Wealth Management Doctors, our leadership team is too closely involved, and too experienced, to fall for any illegitimate schemes. We are singularly dedicated to protecting the wealth of our clients and their families. 

Faster, Cleaner Decision Making

Our clients’ time is valuable, so we use efficient processes across our wealth management services platform. This means that we are using new technology and data-supported insights to make strategic decision making easier and faster. We are well versed in the complexities of financial planning. The team at Wealth Management Doctors handles those complexities. 

Regulatory Compliance and Fraud Detection

To establish a baseline of security, we maintain regulatory compliance with comprehensive cybersecurity and fraud-detection processes. Additionally, our team routinely monitors accounts for suspicious activity. By following strict compliance with regulations and routinely updating security measures, our clients are met with secure wealth management experience, every time. 

What we offer that’s different  

It is true that many wealth management firms solely focus on asset allocation. We take a more comprehensive approach that ensures that every decision made corresponds with our clients’ broader financial goals. Our approach integrates diverse forms of wealth generation while incorporating estate and tax planning for wealth preservation. The leadership team at Wealth Management Doctors has access to opportunities in sectors like private equity, hedge funds, venture capital, and real estate.


Because our clients’ confidence, success and privacy are our top priorities, we: 

  • Deliver transparent communications  
  • Utilize compliance-driven practices 
  • Support and protect our clients’ financial goals in an integrated way  
  • Present options and discuss new ideas to meet our clients’ philanthropic goals 

Clients feel at ease, knowing their data is protected, because we:  

  • Maintain strict security measures  
  • Ensure all transactions remain confidential

Wealth Management Doctors

John T. Lillie

John ‘Travis’ Lillie is a founding partner of Wealth Management Doctors.   

Travis received degrees in marketing and finance from Florida Southern College in Lakeland, Florida. His decades of experience working at Northwestern Mutual and Mass Mutual led him to Matt, who became his partner. He founded Wealth Management Doctors in 2018 after more than a decade of award-winning service to clients. Travis is a certified cryptocurrency expert and holds the CCE accreditation. A proud native of Winter Haven, FL, Travis actually worked at Publix for five years.   

He is the proud father of three great kids. 

Matthew Burks  

Matt Burks is a founding partner at Wealth Management Doctors. 

He previously founded Burks Financial in 2012. Attending Polk State College and the University of South Florida, Matt began his career in wealth management at Northwestern Mutual in 2005, then joined Mass Mutual in 2012.  Matt has decades of experience in financial services, having worked in both institutional and private wealth advisories. This experience is important to clients because there are varying degrees of risk tolerance among his clientele.  

Matt is a doting husband and father of three great children, and a huge music fan. In his free time, he enjoys literature, fine cigars and collecting nice guitars.