A complete list of active advisors currently associated with Burford Brothers, Inc.

Warmer can help you find a great advisor at Burford Brothers, Inc. or one who fits your needs even better.

Burford Brothers serves a mix of individual and high‑net‑worth clients as well as business owners, trusts, estates, and retirement plans, providing discretionary asset management, retirement plan consulting, third‑party money manager recommendations, and financial consulting. The firm also operates a Burford Caudle Family Capital division intended to deliver multi‑family office–style services and a comprehensive planning offering for ultra‑high‑net‑worth clients. Investment advice is tailored to each client and can include equities, bonds, mutual funds, ETFs, REITs, options, cryptocurrency funds, and other securities, with methods of analysis that range from fundamental and technical analysis to modern portfolio theory. The brochure discloses the use of options strategies — including box spreads (synthetic loans) — to provide liquidity or facilitate portfolio management, and the firm may use a third‑party platform to manage held‑away discretionary accounts. Distinctive features include sponsorship of a wrap fee program, an arrangement noted as uncommon among similar team firms and one that bundles execution costs into a single fee which can affect total client costs. The brochure does not present traditional standalone “financial planning” as a core fee category, instead describing ongoing financial consulting engagements and the multi‑family office division for comprehensive planning, and it discloses that accounts using certain options strategies are billed on gross market value (long value), a practice the firm identifies as a conflict it manages through fiduciary oversight.

To learn more about the advisors currently working at Burford Brothers, Inc., 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.