Our heritage of independence allows us to be objective and flexible in the services we offer. As a registered investment advisor (RIA), we are held to a fiduciary standard, meaning we act solely in your best interest. We are transparent in our operations, fee-based, and we offer services and solutions well-suited for your situation.
We believe that wealth is built with confidence and that confidence is built through knowledge. Our independence also offers us a vast universe of investment opportunities to develop your personalized portfolio. Through innovative technology, we have access to objective research and analysis that provide us with the latest insight and perspective. With these comprehensive resources, we can make informed, educated decisions to help meet your distinct objectives.
Since our founding more than 20 years ago, Burton Enright Welch has been committed to providing sophisticated financial planning and investment management to our clients. Our clients include individuals, families, trusts, endowments, ERISA plans and other institutional clients. We take a disciplined and thoughtful approach to not only financial planning and investment management but also maintaining client relationships. We believe that the more we know about you, the more we are able to pursue your exacting financial needs.