Brian Burgess, CFP®

Lead Advisor | Seattle | 206.258.5018

How do I help our clients live a richer life?
I help clients live richer lives by empowering them with the tools and confidence needed to focus on their calling, knowing that their financial wellness is safeguarded by our dedicated team of experts. As an organization, we take pride in operating at the fiduciary standard, and this level of care translates to deep and lasting relationships with those we serve. We are educators, collaborators, and stewards of our client’s financial lives, allowing them in turn to prioritize the pursuits and passions that mean most to them.

How do I align my time and money with my values and passions to live a richer life?
Authenticity, community, and kindness are important to me. I enjoy connecting with others with similar interests, volunteering, and pursuing hobbies that bring people together to align my time and resources with my values, passions, and purpose.

Articles by Brian Burgess, CFP®

When To Consider Establishing a Special Needs Trust
Building & Preserving Intergenerational Wealth: Key Strategies
Navigating Marriage Finances Before Tying the Knot
Tax Planning for Estates
The Importance of Beneficiaries and Where to Designate Them