Burton Enright Welch

History of Independence

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.

Comprehensive Resources

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.

A Client-Centric Focus

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.

Disciplined, Results-Oriented Methodology

Our strategy is straightforward. We use established processes, from our initial input session to ongoing investment selection, so that we can gain valuable information and insight to pursue your expected results. We are diligent and systematic in identifying well-defined goals, providing modular planning to align with your goals, and adjusting our strategy and investment options as your goals and markets change.

A Balance of Tradition and Innovation

We have the experience and the skills to balance institutional discipline with innovative thinking. This practice helps us to capitalize on opportunities while helping to reduce volatility and risk. We are able to maintain this balance by grounding both our methodology and our perspective in research and recognized techniques.