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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.
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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.

Burnham Gibson is more than a broker. We’re your consultant and advocate.

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Building relationships builds trust.

While we’re experts in wealth management, we don’t think of ourselves as “brokers.” Rather, we operate as your trusted consultant, investing the time and effort it takes to understand your specific situation and goals, and design a strategy to realize them.

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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Let’s talk about your challenges.

We’re ready when you are. Get in touch and a friendly Burnham Gibson advisor is prepared to discuss the issues you’re facing, ask a few questions to get a fuller picture, and make a plan to follow up.

Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Burnham Gibson Wealth Advisors, LLC (Burnham Gibson), a registered investment adviser, and indirect subsidiary of Baldwin Risk Partners, LLC and BRP Group, Inc.  Please note that although Burnham Gibson Wealth Advisors, LLC 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.

Burnham Gibson IARs are also, separately and apart from Burnham Gibson, registered representatives who offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC  (Equitable Financial Advisors in MI and TN), as well as agents who offer insurance and annuity products through Equitable Network, LLC, which conducts business as Equitable Network Insurance Agency of California, LLC in CA,  as Equitable Network Insurance Agency of Utah, LLC, in UT, and as Equitable Network of Puerto Rico, Inc., in PR.  For more information about Equitable Advisors, LLC, you may visit  https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.  Equitable Advisors and Equitable Network do not provide ERISA fiduciary, tax or legal advice and are not affiliates of Burnham Gibson, Baldwin Risk Partners, LLC and BRP Group, Inc.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  AGE-160218 (5/21) (Exp. 5/25)

Please note that any Burnham Gibson IAR holding the QKA (Qualified 401(k) Plan Administrator) and/or the CPFA (Certified Plan Fiduciary Advisor) professional designation does so only in his or her capacity as an IAR with Burnham Gibson and entirely outside of Equitable Advisors and Equitable Network.  Neither designation reflects any Equitable Advisors or Equitable Network service or product offering.   CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM certification marks 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.

Copyright ©2023 Burnham Gibson Wealth Advisors, LLC. All Rights Reserved.