Global access. Local focus.

The Burish Group Andrew D. Burish, Jason M. Maas, Anna M. Burish, Michael F. Saunders, Cynthia Farnsworth, William D. Mills, Judith D. Martinez, Jon E. Bloomer, Ross Alexander Fedenia, Tasha Leigh Bremel, Michael G. Bell, Bradley J. Simenz, Gregory L. Pfaff, Robert Drida, Thomas B. Kret, Robert D. Lipton, Morton A. Hart, Krishnan S. Harihara, Laurie P. Barry, Bruce Gerard Lanser, Adam Schaller, Bruce R. Mitten, Debra J. Klinzing, Emma H. Schuster, Brendan Patrick Sheehy, LuAnn Shay, Anne M. Hughey, Jennifer A. White, Ivy Marie Nowland, Earl Bischoff, Stephanie M. Noskowiak, Melissa Jane Hillebrand, Hans Steven Meixelsperger, Monica A. Jablonski, Benjamin Majewski, Timothy J. Schneider, Ryan Tessmer, Kara S. Deans, Naomi Romdenne, David C.F. Koop, Steven J. Nelson, Carson Ann Goff

The Burish Group


phone

608-831-4282
800-223-2391



phone

855-239-1346





address

8020 Excelsior Drive
Madison, WI 53717



Holistic wealth management is the cornerstone of The Burish Group’s planning-based client service model: we seek to understand all of your financial needs so that we can recommend an appropriate investment strategy, as well as provide advice on other aspects of your financial life. Many financial advisors offer wealth management services. We try to provide more than a generalized risk tolerance questionnaire tied to a basic asset allocation model and a standard retirement projection.

The Burish Group offers a wealth management experience that is comprehensive and customized for you. In addition to modeling cash flow projections, we also explore income tax, asset protection, philanthropic and multi- generational wealth transfer strategies, as appropriate.

We offer customized discretionary portfolio management, with access to non-traditional asset classes. Providing a comprehensive wealth management experience requires a team of highly knowledgeable and experienced financial planning professionals.

The Burish Group was established in 1991 by Managing Director Andrew D. Burish and has grown to a team of over 35 financial professionals licensed in 48 states.

Andy Burish has received many industry recognitions for excellence

  • #1 in Wisconsin on Forbes Best-in-State Wealth Advisors list in 2018
  • Barron’s #1 Financial Advisor in Wisconsin for nine consecutive years (2009 – 2017)*
  • #13 on the Forbes Top 250 Wealth Advisors in the U.S. in 2018
  • #14 on the Forbes Top 250 Wealth Advisors in the U.S. 2017
  • Barron’s Top 100 Financial Advisor in the U.S. for 12 consecutive years (2007 – 2018)
  • Financial Times 400 Top Financial Advisors for six consecutive years (2013 – 2018)
  • Barron’s Top 1,000 (2009 – 2012) and Top 1,200 Financial Advisors (2013-2017) state-by-state ranking

What we do

Our comprehensive vision of wealth management offers you the resources, information and insights that can help you make life-changing financial decisions. Click on the topics below to learn more:

Wealth management
  • Portfolios that seek to provide income, growth and downside protection
  • Tax planning strategies
Philanthropy
  • Charitable giving strategies
  • Family foundations
  • Direct gifting
  • Donor advised funds
Retirement planning
  • 401(k) analysis
  • Pension analysis
  • Social security maximization
  • Deferred compensation
Credit and liquidity
  • Tailored lending
  • UBS credit lines
  • UBS mortgage*
  • Margin lending

Insurances
  • Policy review
  • Needs analysis
  • Life insurance trusts
  • Long-term care insurance

Estate planning strategies
  • Family wealth transfer
  • Estate tax minimization
  • Efficient charitable giving

How we work

We help simplify your financial life by offering comprehensive advisory services. This approach enables our team to build strong relationships by looking beyond your assets and integrating all aspects of your entire financial life.

We provide a communication plan that’s flexible and wholly customized to your needs and schedule: we set clear expectations about regular contact as well as quarterly and annual reviews. We are highly accessible, providing consistent contact from every member of the group including our dedicated client support team. We have built client trust by being discreet, confidential and transparent about our fees and services.

Click through each stage of our financial planning process to learn more about the experience you deserve.

  • Learning about you

    • Your family
    • Career aspirations
    • Current financial state
    • Important priorities and concerns
  • Helping you establish objectives

    • Retirement
    • Estate planning
    • Risk tolerance
    • College tuition needs
    • Ability to afford your passions
  • Laying out your financial puzzle

    • How am I positioned today?
    • How can I achieve my objectives?
    • How much risk am I taking?
  • Proposing solutions

    • Strategies with the potential to best acheive your objectives with the least amount of uncertainty
  • Staying on track

    • Follow a customized communication plan to engage in periodic reviews
    • Adjust your stategy whenever necessary
    • Monitor your progress toward goals

What’s special about UBS?

With more than 150 years of wealth management expertise at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for private, corporate and institutional clients worldwide. We access the deep resources and wealth management expertise of this firm to deliver the trusted financial advice our clients seek today to confidently move forward.

UBS’ honors include:

  • Best Global Wealth Manager
    Euromoney, 2015 – 2017
  • Best Family Office Services
    Euromoney, 2017
  • Best Services for Philanthropy and Social Impact Investing
    Euromoney, 2015 – 2017
  • Best Bank for Wealth Management in North America
    Euromoney, 2017
  • Best Services for Succession Planning Advice and Trusts
    Euromoney, 2015 – 2017

Our office locations

The Burish Group– Madison
8020 Excelsior Drive
Suite 400
Madison, WI 53717
608-831-4282
800-223-2391

The Burish Group– Milwaukee
411 E Wisconsin
Suite 1700
Milwaukee, WI 53202
262-794-0872
800-223-2391

The Burish Group– Chicago-Northbrook
5 Revere Drive, Suite 500
Northbrook, IL 60062
847-498-7828
800-323-9392

The Burish Group– Chicago
One North Wacker
Suite 2600
Chicago, IL 60606
312-525-4393
312-525-4500

The Burish Group– Chicago-Barrington
303 East Main Street
Suite 300
Barrington, IL 60010
608-831-4282
800-223-2391

The Burish Group–Milwaukee-Brookfield
17775 West Bluemound Road
Brookfield, WI 53045
262-794-0872
800-223-2391



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Planning for the future

Planning for the future