H2: About BURKE WEALTH MANAGEMENT LLC
Since 2005, BURKE WEALTH MANAGEMENT LLC has been dedicated to providing quality financial services to their clients. With a team of experienced and knowledgeable financial advisors, they have established a strong reputation for being a trusted and reliable partner in helping clients achieve their financial goals.
<h2: How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services
- Offer tailored solutions to meet individual client needs and goals
- Proactively monitor and adjust investment strategies to stay aligned with client goals and market trends
- Offer ongoing support and guidance to help clients make informed financial decisions
<h2: Facts and Insights
BURKE WEALTH MANAGEMENT LLC manages over $500 million in assets and has a team of 10 experienced financial advisors. Their dedication to providing personalized solutions has resulted in long-term relationships with their clients, with the majority of their clients being with the firm for over 10 years.
<h2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 10 | 15 |
<h2: Financial Services Offered
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
<h2: Client Types
- High net worth individuals
- Retirees
- Small business owners
- Families
- Professionals
<h2: Fees & Compensation
BURKE WEALTH MANAGEMENT LLC offers fee-only services, meaning they only receive compensation from their clients and do not receive commissions from third-party products. They believe this fee structure aligns their interests with their clients and allows them to provide unbiased and objective advice.
<h2: Background
BURKE WEALTH MANAGEMENT LLC was founded in 2005 by John Burke, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. He and his team are committed to delivering the highest level of service and strive to continuously expand their knowledge and expertise to better serve their clients.
<h2: Financial Advisor Disclosures to Know
As a registered investment advisor, BURKE WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have no conflicts of interest or hidden fees, and are transparent with their clients about their services and fees.