Corporate Services

The resources to realize your company’s goals.

We do more than promise a long-term, comprehensive financial plan—we deliver a custom strategy and execute with precision.
Healthier finances allow you to take better care of your people.
Executive Benefits

We design more thoughtful executive benefits strategies, aligning organizational goals with those of key personnel, which helps to attract and retain your most valuable team members.

Retirement Plans

The personalized process we bring to 401(k), 403(b), and other qualified plans can reduce your liability, syncs with your business strategy, and helps maximize benefits for everyone involved.

Employee Benefits

Our wealth advisors work hand in hand with the employee benefits professionals at Burnham Benefits Insurance Services to optimize your company’s offering and keep you compliant while also controlling costs and mitigating risk.

Comprehensive services for corporate wealth.
Compliance Support

At Burnham Gibson Wealth Advisors, we provide you peace of mind with proactive and ongoing compliance support that helps your organization make timely adjustments to constantly changing business regulations.

Retirement Plan Consulting

Our thorough planning process aligns your 401(k), 403(b), and other qualified plans with your business goals. It includes fiduciary compliance, investment due diligence, platform/fee benchmarking, employee education, and plan design.

Business Succession Planning

We work collaboratively with your CPA and attorney to develop a comprehensive financial and estate strategy. Then, we can implement and optimize your plan with a host of tools to ensure your business stays in your family for generations.

Risk Management & Insurance

Our financial advisors are licensed insurance agents who use buy-sell agreements, key man insurance, disability income insurance, and more to protect your business from the fallout that can come with the loss or disability of an owner or employee.

Executive Benefit Planning

Our financial advisory team designs a strategy to meet your organization’s goals, using tools like SERP (Supplemental Executive Retirement Plans), non-qualified deferred compensation, split-dollar insurance plans, and executive bonus plans.

Employee Benefits

We offer the latest strategies in health plan design and cost control to promote employee motivation and wellness. You can stay compliant with changing regulations and offer best-in-class health, dental, vision, life insurance, and more critical benefits.

We work differently because we think differently.

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