A complete list of active advisors currently associated with Burke Wealth Management, LLC

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Burke Wealth Management provides discretionary portfolio management primarily to individual and high‑net‑worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. Services include separately managed accounts using the firm’s Focused Growth and Balanced Growth strategies, sub‑advisory arrangements, delivery of model portfolios to third‑party platforms, and operation of an actively managed exchange‑traded fund. The firm’s investment approach centers on a concentrated, long‑term Focused Growth strategy that targets high‑quality, large‑cap growth companies with a 3–5 year holding horizon and an emphasis on durable cash flow and balance‑sheet strength; its Balanced Growth option pairs that equity exposure with high‑quality corporate bonds (target long‑term weighting 60/40 with flexibility). BWM also supplies its process to others via model marketplaces and an alpha‑capture program, and manages the BWM Quality Growth ETF in accordance with the ETF’s prospectus and trading constraints. Several features distinguish BWM from many comparable team firms: it serves as sponsor and sub‑adviser to a registered ETF and previously operated a pooled private fund (BWM Tactical Growth LP, liquidated March 31, 2026), and it discloses predecessor performance and publishes performance results tied to those strategies. The firm may employ borrowing (margin) in separately managed accounts, and it manages conflicts related to the ETF by excluding ETF holdings from account fee calculations and applying credits for certain retirement accounts; it does not position comprehensive financial planning as a core offering.

To learn more about the advisors currently working at Burke Wealth 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.