A complete list of active advisors currently associated with Burton Enright Welch

Warmer can help you find a great advisor at Burton Enright Welch or one who fits your needs even better.

Burton Enright Welch works with individuals, families, trusts and estates, pension and profit‑sharing plans, and business entities, delivering investment management, financial planning, and retirement plan (401(k)) consulting as described in its Form ADV. The brochure states the firm manages diversified portfolios that may include mutual funds, ETFs, individual stocks and bonds, options and other public and private securities, and reports total AUM of roughly $1.55 billion across about 612 client relationships. The firm describes a documented, four‑step disciplined process—target allocation, active asset allocation, a mix of active and passive managers, and ongoing monitoring—and typically memorializes client goals in an Investment Policy Statement with at least quarterly portfolio reviews. Burton Enright Welch discloses it acts as a fiduciary, uses third‑party research alongside fundamental analysis, and implements strategies either directly or through third‑party platforms while recommending custody at Charles Schwab. Noteworthy disclosures in the brochure include the firm’s use of client testimonials in advertising and its single‑office model managing over $1.5 billion, which is less common for firms of comparable scale. The brochure also highlights that certain principals maintain insurance licenses to service legacy policies without commission, and it discloses referral arrangements and receipt of custodial/support services from Schwab—matters the firm notes can create potential conflicts of interest.

To learn more about the advisors currently working at Burton Enright Welch, 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.