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Donna Burks, NSSA® Advisor · Aiken, SC

A professional headshot of Donna Burks, CEO / Founder of DB2 Financial Services in Aiken, SC

Donna Burks

CEO / Founder, DB2 Financial Services

Aiken and CSRA
Aiken, SC 29803

803-761-0136

www.facebook.com/SafemoneyRetirement

NSSA® Certified #3339

Professional Profile

Donna Burks, CEO and Founder of DB2 Financial Services, is a distinguished financial advisor based in Aiken and CSRA, South Carolina. With a steadfast commitment to strategy and service, Donna harnesses decades of experience as a retired Army Reserve member and federal employee, bringing a wealth of knowledge to her clients. Since 2008, she has been dedicated to empowering individuals and families to build secure financial futures, combining her practical expertise with an innovative approach.

Donna Burks has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Donna is not only a respected financial educator but also a pillar of the community. She actively serves as the Finance Officer and Judge Advocate of American Legion Post 26, showcasing her dedication to service. Additionally, her role as co-chair of the Young Lives Capernaum Committee underscores her commitment to supporting youth and friends with disabilities. Donna and her husband David, co-CEO of DB2 Financial Services, enjoy a blended family of six adult children and four granddaughters, making her insights on family finance both personal and relatable.

If you're seeking a knowledgeable and reliable expert in social security and financial planning, look no further than Donna Burks. Her unique blend of military discipline, extensive financial experience, and community involvement positions her as a trusted advisor in the CSRA region, ready to guide you toward a secure financial future.

Contact Donna

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.