Global access. Local focus.

Burish Group Photo

The proof is in our numbers

162

Collective years of experience

30

Years in business as a team

14

Advisors on the team


Holistic wealth management is the cornerstone of our planning-based client service model: we seek to understand all of your financial needs so that we can recommend an appropriate investment strategy, as well as provide advice on other aspects of your financial life. Many financial advisors offer wealth management services. We try to provide more than a generalized risk tolerance questionnaire tied to a basic asset allocation model and a standard retirement projection.

The Burish Group offers a wealth management experience that is comprehensive and customized for you. In addition to modeling cash flow projections, we also explore income tax, asset protection, philanthropic and multi-generational wealth transfer strategies, as appropriate.

We offer customized discretionary portfolio management, with access to non-traditional asset classes. Providing a comprehensive wealth management experience requires a team of highly knowledgeable and experienced financial planning professionals.

Established in 1991 by Managing Director Andrew D. Burish, our group has grown to a team of over 40 financial professionals, in six office locations in the Midwest, licensed in 48 states.

offices located in

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.

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