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.

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I partner with my clients to envision and reach their financial goals through a professional tailored relationship. As a registered investment advisor I have a fiduciary duty to act in the client’s best interest.  As a fee only financial planner and investment advisor, I receive no commissions for any investment products which keeps the advice objective and transparent.

© 2015-17 Burgess Wealth Advisory

•  Income Tax Strategies

•  Estate Planning

•  Asset Management

List of services:

•  Personal Financial Planning

•  Business Financial Planning 

•  Retirement Planning

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3900 Westerre Parkway

Suite 300

Richmond, VA 23233

Office: 804-320-3136

Mobile: 804-350-3326