Investment Advice
Jeff Burgess maintains a fee only, feduciary relationship with his clients, which means that his recommendations are always in service of his clients' best interests. He is legally and ethically bound to preserve fairness in that relationship, and has no financial incentive to push clients toward one particular asset over another.
As a Registered Investment Adviser (RIA), Jeff can provide a range of financial services, primarily focused on giving advice about securities and managing investment portfolios for clients. Investment Advisors are regulated by either the Securities and Exchange Commission (SEC) or state securities regulators, depending on the size of the firm or assets under management. In his role as an investment advisor, Jeff offers a range of services including:
Investment Advisory Services
- Providing personalized investment recommendations based on a client’s financial goals, risk tolerance, and time horizon.
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Constructing and managing investment portfolios (stocks, bonds, ETFs, mutual funds, etc.).
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Rebalancing portfolios to maintain asset allocation targets.
Financial Planning
- Comprehensive financial planning services including:
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Retirement planning
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Education savings planning
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Estate and legacy planning
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Tax planning (though not preparing tax returns unless separately licensed)
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Insurance needs analysis (they can advise, but may not sell insurance unless separately licensed)
Discretionary Account Management
- Managing client assets with full discretion, meaning they can make buy/sell decisions without getting prior approval for each trade, within agreed-upon guidelines.
Non-Discretionary Advisory Services
- Providing recommendations, but requiring client approval before executing any trades or changes in the portfolio.
Fiduciary Duty
- Unlike brokers, investment advisors owe a fiduciary duty to their clients. They are legally obligated to act in the client’s best interest at all times, disclose conflicts of interest, and provide transparent fees.
Education and Reporting
- Educating clients about investment strategies and financial markets.
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Providing regular performance reports and updates on portfolio holdings and investment outlook.
Advisory Services Offered Through Compass Financial Management, An SEC Registered Investment Advisory.
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.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.
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.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.