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.
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.
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.
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.
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.
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.
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.