Burgeon Capital

Burgeon Capital is a state-registered, single-advisor independent firm that provides financial planning, consulting, investment management, and wealth management to individuals as well as institutional and business clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm delivers both discretionary and non-discretionary portfolio management alongside ongoing planning services such as retirement, education, estate, business, and succession planning.

The investment process begins with a discovery meeting and emphasizes fundamental analysis to build long-term asset allocation plans that reflect clients’ risk tolerance and objectives. Portfolios are primarily constructed with mutual funds and ETFs but can include individual equities and bonds, private placements for accredited investors, and allocations to independent third‑party managers that the firm monitors.

Distinctive features include the firm’s active work with corporate and business clients and the disclosure that supervised persons, in their individual capacities as licensed insurance agents, may recommend and sell insurance products for commission, which the firm identifies as a potential conflict of interest. The principal’s extensive ownership interests across multiple operating businesses and the firm’s use of standing letters of authorization (creating limited custody procedures) are additional atypical characteristics for a solo independent adviser.