You need a financial advisor whose priority is you.
By prioritizing personal attention, clear communication, transparency, and results, we don’t ask for your trust—we earn it.
Get an integrated wealth strategy for your total financial health.
We chart a course to financial freedom, tailoring a strategy to your near- and long-term goals. We account for taxes and risk tolerance, making the proper adjustments as life events change.
There’s more to a healthy portfolio than an amount of money at a given moment. By learning your ambitions, risk tolerance, and the market, we craft holistic financial plans that protect as they grow.
Plan for the Future
At Burnham Gibson, we see our clients as our partners. We bring together the resources and experience of a large financial firm and the personal attention of a smaller one to help you determine your goals—and achieve them.
Burnham Gibson is more than an advisory firm. We’re your advocate and champion.
Our wealth management professionals operate as your dedicated consultants, investing the time and effort it takes to understand your specific situation and goals, and design strategies to realize them.
A holistic approach to wealth consulting.
Highly Qualified Advisors
Our financial advisors have earned advanced degrees and professional designations, including MBA, CFP®, ChFC®, and CLU®, and average 15 years of experience—a crucial consideration in a field where real-world practice matters.
We help private and corporate clients plan, implement, and optimize a financial strategy that aligns with their goals. Our full range of services includes employee benefits, risk management, and compliance support for your assurance.
Burnham Gibson Wealth Advisors brings together the skills, depth of experience, and thorough processes of a national investment advisory firm with the personal service and individual attention of a smaller financial services firm.
We take a proactive and interdisciplinary approach to client service, striving to return your call within an hour and supporting all of your wealth needs, from retirement plan management to wealth management analysis.