Burge Financial

Overview

Burge Financial is structured as a corporation operating as an independent registered investment adviser in California. The firm is owner-operated and serves individuals and families, with a client mix that includes small-business owners for portfolio management and planning engagements. Its advisory services emphasize financial planning and discretionary portfolio management for individual and household clients, and the firm also acts as an insurance broker. Fees are flexible: the firm uses asset-based fees alongside hourly and fixed-fee arrangements. Burge Financial does not market itself as an ESG investor and appears focused on traditional wealth-management relationships rather than institutional or multi-state advisory platforms.

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Investments & Alternatives

Location & Offices