Jeffrey Burgess, CRPC


Investment Adviser Representative

About - Burgess Wealth Advisory

Jeffrey Burgess, CRPC
Investment Adviser Representative
    • Connecticut College B.S. Religious Studies and Physics
Work Experience:
    •  Internal Revenue Service 1995-1997
    •  Ameriprise Franchisee Owner and Financial Advisor 1997-2015
    •  President and Investment Advisor at Burgess Wealth Advisory 2015 - present
Professional Designations:
    •  CRPC, Chartered Retirement Planning Counselor from The College of Financial Planning 2006 - present

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.


3900 Westerre Parkway

Suite 300

Richmond, VA 23233

Office: 804-320-3136

Mobile: 804-350-3326

Home          About        Contact/Map

© 2015-17 Burgess Wealth Advisory