A complete list of active advisors currently associated with Burgess Investment Group, LLC

Warmer can help you find a great advisor at Burgess Investment Group, LLC or one who fits your needs even better.

Burgess Investment Group provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering ongoing portfolio management and written investment policy statements tailored to each client's goals and risk tolerance. The firm also offers a paid subscription newsletter that provides buy/sell recommendations on securities and cryptocurrency in addition to one‑time financial plans. BIGL uses a mix of analytical approaches — including fundamental, quantitative, technical/charting, and modern portfolio theory — and manages accounts on both a discretionary and non‑discretionary basis. Its stated trading toolkit is broad, encompassing long‑ and short‑term trading, margin, options strategies, short sales, private placements, venture capital interests, and crypto exposure, which increases the range of risks clients may face. Noteworthy for a team‑sized adviser, the firm publishes and advertises performance information, including hypothetical performance scenarios, alongside its advisory offerings, and it distributes actionable trade recommendations through its subscription service. The brochure also discloses practices that may affect execution and costs — for example, reliance on certain custodians with soft‑dollar benefits and a policy not to aggregate block trades for multiple client accounts.

To learn more about the advisors currently working at Burgess Investment Group, 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.