It all begins with trust

Our Financial Advisors

Our Financial Advisors each bring their own unique perspective, personality, and experience to each client relationship. They ensure that the client is taken care of at every stage of life by asking the right questions, and proactively adjusting their financial plan and portfolio as life, circumstances, and goals change.

Our Wealth Strategy Associates and Client Associates

Each Financial Advisor is supported by staff dedicated to managing client relationships. Wealth Strategy Associates assist with asset allocation, portfolio reviews, and strategy implementation, while Client Associates handle cash management, bill pay, wires, checks, credit card enrollment, and account maintenance to ensure an exceptional client experience.

Financial Planning Team

Our financial planning team is focused on you—they are here to show you the impact of changes on and suggest ways to optimize your financial situation. Using an overview of the potential trends in income, expenses and assets over several years, we indicated the financial consequences of changes throughout the lifecycle.

Portfolio Management Team

The Portfolio Management Team is a unique resource to The Burish Group. For our advisors, this team helps by providing due diligence and recommendations to ensure they understand the different investment strategies available and how they fit into different client allocations or objectives. This team also runs various discretionary strategies and maintains our clients’ portfolios.

Marketing and Business Development Team

The Marketing and Business Development Team is responsible for marketing materials, presentations, team branding, internal and external communications, events, sponsorships and centers of influence relationships.

Client Experience Team

As the ‘Faces’ of The Burish Group, these team members are the first ones you see when you walk in our door to start your client experience. With receptionist responsibilities, these two are also in charge of all client meeting scheduling and our robust intern program.

Business Management Team

The Business Management team oversees budgeting, forecasting, and financial reporting while ensuring expenses are accurately tracked and managed. They monitor key business metrics, maintain internal processes, and support team operations through detailed planning and analysis. Their work ensures resources are effectively allocated and organizational goals are supported.

Proud to be among the top teams in America as recognized by Barron's and Forbes

Advice is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

An introduction to private markets

Private markets offer a combination of potentially better risk-adjusted returns over public markets, a long-term focus, and access to innovative and fast-growing businesses. They can provide differentiated investment opportunities when combined with a traditional public markets portfolio.

Bear market guidebook

When it comes to understanding market risks and their impact on investment success, there is an elephant in the room—or rather, a bear. A “bear market” occurs when there is a greater-than-20% peak-to-trough drop in the S&P 500.

Women and investing

In this publication, we look at how women can build a strong investment strategy and portfolio to help them achieve their lifetime goals. In a world where gender gaps persist, women have the opportunity to at least partially offset such gaps with a sound investment approach.