Clarity, Prosperity, and Security — We’ll Guide You There
At Burton Enright Welch, you are our foremost priority. We design wealth solutions that optimize your resources and put your mind at ease.
Meet With UsDecades of Knowledge, Generations of Results
11+
Dedicated Advisors
100%
Employee-Owned
35+
Years Guiding Clients Forward
Who We Serve
We deliver attentive service to individuals, families, and businesses — today, tomorrow, and for generations to come.
We Put Your Needs First. Let’s Start Solving for Them.
Our Process
1. Listen
Open dialogue is the foundation of a strong partnership. We listen to your story — background, wants, needs, and concerns — and get to know you personally.
2. Analyze
With a clear understanding, we conduct a thorough analysis of your financial circumstances and map out a plan for your specific goals and any challenges ahead.
3. Design
Our team crafts a diversified, tax-optimized strategy that’s meticulously designed around your life, with flexibility to adapt to changing markets and evolving circumstances.
4. Implement
Together, we review the strategy, address any questions, and outline the next steps. Once you’re confident, we begin executing.
5. Adapt
As life changes, so should your financial plan. We regularly meet with you to ensure your plan remains responsive to your needs, reassessing and adjusting as necessary.
Our Insights
Jeremy Welch
Senior Advisor, Managing Principal
Am I Financially Independent or Just Financially Successful?
Let’s assume you’re a tech executive pulling in $400,000 a year. That would put you comfortably in the top 5% of American earners. By all income measures, you’ve made it. Except it may not feel that way. The mortgage on your house in the Bay Area is $10,000 a month. Private school for two kids […]
Kelly Metzler
Lead Advisor, Principal
BEW Named InvestmentNews Best Place to Work for Financial Advisors
We’re proud to announce that Burton Enright Welch has been named one of InvestmentNews’ Best Places to Work for Financial Advisors. The award is based on a comprehensive evaluation process led by InvestmentNews. Firms were invited to submit employer information detailing their offerings and practices. Employees from participating firms then completed anonymous surveys evaluating their […]
Kelly Metzler
Lead Advisor, Principal
Jeremy Welch Named InvestmentNews Top Financial Professional
We’re proud to share that Jeremy Welch, BEW’s Managing Principal and Senior Advisor, has been named to InvestmentNews’ 2026 Top Financial Professionals in the US. This annual recognition highlights 100 financial professionals nationwide based on select business metrics: total assets under management, AUM growth, and client growth. Jeremy was selected and ranked 14th nationally. This […]
Our team
Deliberately Disciplined, Naturally Attentive
At BEW, relationships come first. From your very first meeting with our advisors, you’ll experience a down-to-earth approach built on trust, transparency, and a genuine commitment to you and your financial well-being. Learn more about the backgrounds and credentials of our diversified team of fee-only advisors.
Meet our team
