This website provides general information on our services and a way for you to contact us. We do not render personalized financial planning or investment advice through the website. Advice may only be rendered after the delivery of Form ADV-Part 2, the execution of an investment advisory and/or financial planning agreement, and the initial payment of a planning fee or investment advisory fee. We offer to deliver, without charge, a copy of our brochure (ADV Part 2) upon request. Past performance is no guarantee of future results.
This website is only intended for clients and interested investors residing in states in which Burnham Gibson is qualified to provide investment advisory services. Please contact us at 949-833-5700 to find out if Burnham Gibson is qualified to provide investment advisory services in the state where you reside.
This website is for informational purposes only and does not constitute a complete description of Financial Planning or Investment Management services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. There are no warranties, express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any “linked” web site.
At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Burnham Gibson. We do not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Burnham Gibson does not necessarily endorse or recommend any commercial product or service described at these websites.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, Chartered Life Underwriter® and Chartered Financial Consultant® marks are the property of The American College, which reserves sole rights to its use, and is used by permission.
Please note that although Burnham Gibson Wealth Advisors, Inc. is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training. Additional information about the Adviser is available on the SEC’s website at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for Burnham Gibson Wealth Advisors, Inc. or by our CRD number 282035.