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

Warmer can help you find a great advisor at Burke Wealth Management, LLC or one who fits your needs even better.

Burke Wealth Management provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, charitable organizations, and other entities. In addition to separately managed accounts, the firm offers sub‑advisory services to unaffiliated advisers, delivers model portfolios to third‑party platforms, and acts as a sub‑adviser to an actively managed ETF. The firm’s primary investment approach is its Focused Growth strategy, which targets high‑quality, generally large‑to‑mega‑cap growth companies with a 3–5 year holding horizon and stock selection based on internal 3‑year risk‑adjusted total return projections. For clients seeking income or lower volatility, Burke combines the Focused Growth equity sleeve with a Balanced Growth allocation of high‑quality corporate bonds (target long‑term weighting 60/40 and adjustable between 30%–70%), and it discloses use of fundamental research, an alpha‑capture program, and analytic tools that include AI and advanced technologies. Several features in the brochure distinguish Burke from many peers: the firm serves as discretionary sub‑adviser to the BWM Quality Growth ETF (with offering documents available on bwmqualitygrowth.com) and recently disclosed the termination and liquidation of the BWM Tactical Growth LP on March 31, 2026, reflecting prior private fund and pooled‑vehicle activity. The brochure also describes model delivery and sub‑advisory arrangements with other advisers, participation in an alpha‑capture program, and specific disclosures about the potential use of margin and leverage in separately managed accounts.

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.