Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.  


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I partner with clients to reach their financial goals.

  1. •Independent Registered Investment Advisor.

  2. •Fee only Fiduciary asset management and financial planning services.

  3. •Free Portfolio Risk and expense analysis. What is your Risk Number?

  4. •Capture your risk tolerance and see if your portfolio fits you.

  5. •Are you paying too much for your investments?

  6. •Are you on track for retirement?


© 2015-20 Burgess Wealth Advisory

Your Risk Number https://pro.riskalyze.com/embed/ba1384306315afc28892https://pro.riskalyze.com/embed/ba1384306315afc28892shapeimage_2_link_0

3900 Westerre Parkway

Suite 300

Richmond, VA 23233

Office: 804-320-3136

Mobile: 804-350-3326

jBurgess@BurgessWealth.com