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Our Story

Burton Enright Welch was founded in 1989 in Walnut Creek. Over the past three decades, BEW's team has grown and we have remained focused on delivering our clients a high level of service. We're proud to introduce you to the firm we have built.

 
 


Firm Profile

 

Founded in 1989

Fiduciary

CFP®s, ChFC, JD

Multi-generational ownership

Independent

Assets custodied at Charles Schwab

Clients in 28 States

Fee: % of Assets Under Management

 
 
It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.
— Warren Buffett
 
 


Meet Our Team

We're excited to introduce you to our multi-generational team of advisers and dedicated client services team.