Burnham Gibson Wealth Advisors to Offer Highest Standard of Financial Guidance as a Registered Investment Advisor
Independent Wealth Advisory Firm to Provide Elevated Level of Personalized Service and Attention That Surpasses Traditional Channels
(firmenpresse) - IRVINE, CA -- (Marketwired) -- 12/21/15 -- is proud to announce its launch as a registered investment adviser with the SEC, a move designed to facilitate its ability to provide excellent financial and insurance services to a wide array of clients and their workforces. Demonstrating a commitment to uphold the highest standards within the financial services industry, Burnham Gibson will strive to offer a superior level of personalized service, attention and financial guidance.
"Burnham Gibson takes pride in forging deep and personal relationships, therefore, becoming an independent registered investment adviser was a natural step toward reinforcing that strong sense of accountability and trust for which we are recognized," says Darin Gibson, owner and president of Burnham Gibson, a firm with an admirable reputation for providing individuals and organizations with professional guidance in responsible, long-term risk and wealth management, employee benefits consulting and pension planning. "It also affords us the opportunity to provide additional benefits to our clients, many of whom have reached a point where they need more from their financial advisor, whether due to evolving financial goals or a life-changing event that affects their wealth management strategies."
As an independent registered investment adviser, Burnham Gibson will offer its clients a broad spectrum of services to address complex investment needs and wealth management strategies -- beyond retirement and estate planning -- with benefits that include customized guidance from integrated technology that mitigates redundancy and offers a holistic financial view, a fee structure that is simple and transparent, and a relationship that's more responsive, attentive and personal. In addition to providing proactive consulting and financial projections, Burnham Gibson will offer enhanced online reporting capabilities, which include a mobile application for accessing performance and transactional data easily.
"Over the years we've listened to our clients who have voiced their appreciation for independence in wealth management advice, and we are delighted to respond with this exciting news," Gibson adds. "With a new year on the horizon, our clients can look forward to a different kind of relationship -- but with the same trusted advisors who possess a rich diversity of specialization to give them tailored and targeted advice that truly reflects what is in their best interest."
For more information about Burnham Gibson Wealth Advisors, Inc., please visit: . With media inquiries, please contact Leslie Licano 949.733.8679.
Burnham Gibson helps corporate and individual clients accumulate wealth, manage risk and plan for the future. Based in Irvine, Calif., the robust, full-service financial services firm offers a broad variety of services to help provide for the full spectrum of clients' financial needs, and the needs of their workforces. In 2010, the company is partnered with Burnham Benefits Insurance Services to provide a comprehensive offering of integrated employee benefits solutions. The relationship allows both firms to leverage a larger organizational scale and depth of management, improving the quality and service they can provide for clients. For more information, visit .
Leslie Licano
Beyond Fifteen Communications, Inc.
949.733.8679
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Datum: 21.12.2015 - 16:00 Uhr
Sprache: Deutsch
News-ID 441049
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IRVINE, CA
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Commercial & Investment Banking
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