A complete list of active advisors currently associated with DBA Big Money Retirement and Big Retirement
Warmer can help you find a great advisor at DBA Big Money Retirement and Big Retirement or one who fits your needs even better.
Burgess Investment Group, LLC provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, and also offers a paid subscription newsletter that delivers buy/sell recommendations, including commentary on cryptocurrencies. The firm reports approximately $147 million in assets under management across discretionary and non‑discretionary accounts and serves several hundred client relationships. BIGL documents client objectives and risk tolerance in an Investment Policy Statement and seeks discretionary authority to implement portfolios. Its investment toolkit spans charting, cyclical, fundamental, quantitative and technical analysis and modern portfolio theory, and it uses both long‑term and short‑term trading tactics — including margin, options and short sales — where appropriate. Notably, the firm’s brochure discloses that it advertises both historical performance and hypothetical performance in its materials, alongside the standard regulatory cautions that past performance is not indicative of future results. The firm also discloses a mix of services and potential conflicts — such as supervised persons selling insurance and receipt of soft‑dollar research benefits — and notes its recent transition to formal SEC registration.
To learn more about the advisors currently working at DBA Big Money Retirement and Big Retirement, 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.
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