Burnham Gibson Wealth Advisors

At Burnham Gibson, we work with corporate clients of all sizes to provide integrated financial plans and a comprehensive employee benefits portfolio. For organizations large and small, it's never been more important to have a focused financial advisor with the resources to help you execute a responsible long-term plan.

Is your organization's retirement plan keeping you up at night? It shouldn't be. With the diligent planning and sound advice you get from our experienced advisors, you can start looking at your group 401(k), 403(b) or other qualified plan in a whole new light. First and foremost, it is essential to protect your company and yourself from financial liability.

Family owned and operated businesses are the bedrock of economic commerce in the United States. Many business owners would like to keep their companies in the family, but struggle with how to properly plan and transition the business to successive generations. The advisors at Burnham Gibson work collaboratively with your CPA and attorney to create plans designed to utilize a myriad of strategies and tools to accomplish your goals.

Business and financial success depends, in part, upon sound risk management. At Burnham Gibson, our financial advisors are also licensed insurance agents who focus on in helping to protect businesses from the fallout that can occur from the loss or disability of an owner or key employee. While it may be difficult to consider these scenarios, properly preparing for them can yield tremendous peace of mind.

In today's competitive marketplace, the ability to recruit, retain and reward key employees is critical to the success of any business. It is especially important to take care of those people who make the difference between success and failure. It isn't enough to simply have a "one size fits all" benefit package plan.