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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.

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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.

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