A complete list of active advisors currently associated with Bourgeon Capital Management LLC
Warmer can help you find a great advisor at Bourgeon Capital Management LLC or one who fits your needs even better.
Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non‑HNW individual clients and also offers advice on real‑estate and private-equity or private-credit opportunities where suitable. The firm emphasizes tailored portfolios and asset-allocation decisions informed primarily by fundamental analysis, supplemented by technical indicators and cash-management considerations. Bourgeon typically implements strategies on a discretionary basis, aggregates trades for execution, and uses custodian and prime-broker relationships to custody and clear client assets. Distinctively, Bourgeon manages over $1.2 billion with a notably small advisory team, resulting in AUM per advisor well above $200 million — a level uncommon among peer team firms. Other noteworthy practices include offering a standalone financial-planning engagement that can be credited against future advisory services, not charging fees on client-designated unsupervised assets, and using third‑party proxy‑voting and research services.
To learn more about the advisors currently working at Bourgeon Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Darien, CT
| 8
| |
Darien, CT
| 9
| |
Darien, CT
| 16
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)