Global access. Local focus.

The Burish Group Andrew D. Burish, Jason M. Maas, Anna M. Burish, Michael F. Saunders, Adam Schaller, Cynthia Farnsworth, William D. Mills, Judith D. Martinez, Jon E. Bloomer, Ross Alexander Fedenia, Tasha Leigh Bremel, Mark A. Pent, Bradley J. Simenz, Thomas B. Kret, Morton A. Hart, Krishnan S. Harihara, Robert D. Lipton, Robert Drida, Bruce Gerard Lanser, Gregory L. Pfaff, Debra J. Klinzing, Travis Collings, Emma H. Schuster, Anne M. Hughey, Jennifer A. White, Ivy Marie Nowland, Earl Bischoff, Stephanie M. Noskowiak, Brendan Patrick Sheehy, Samuel Rach Wood, Melissa Jane Hillebrand, 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




Our team

Established in 1991 by Managing Director Andrew D. Burish, The Burish Group has grown to a team of 38 financial professionals licensed in 40 states. Our mission is to provide personalized private and corporate wealth management services customized to your needs.

We practice a holistic wealth management approach that we call, Advice. Beyond Investing. We offer discretionary Portfolio Management strategies that are designed to suit your personal financial plan. In addition, we have access to global investment management, international research and a broad selection of non-U.S. securities in local markets.

As one of the leading teams at UBS, The Burish Group has over $4 billion in assets under management*. In addition, Andy Burish has received the following industry recognitions for excellence:

  • Named #1 Financial Advisor in Wisconsin for nine consecutive years by Barron’s Top 1,000 (2009 – 2014) and Top 1,200 (2014-2017) state-by-state ranking
  • Forbes Top 100 Wealth Advisors, 2016, 2017
  • Recognized for eleven consecutive years by Barron’s as a Top 100 Financial Advisor in the U.S. (2007 – 2017)
    "Adapting to Changing Times": Andrew Burish, 2017 Top 100 Financial Advisor
  • Named to the Financial Times 400 Top Financial Advisers (2013 – 2017)
  • Forbes article "A John Templeton For 2016: Andy's Burish's Global View Puts Cash In His Clients' Hands," August 2016


The Burish Group video library


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.

  • Your family
  • Career aspirations
  • Current financial state
  • Important priorities and concerns
  • Retirement
  • Estate planning
  • Risk tolerance
  • College tuition needs
  • Ability to afford your passions
  • How am I positioned today?
  • How can I achieve my objectives?
  • How much risk am I taking?
  • Strategies with the potential to best acheive your objectives with the least amount of uncertainty
  • Follow a customized communication plan to engage in periodic reviews
  • Adjust your stategy whenever necessary
  • Monitor your progress toward goals

What we do

Click through to learn more about each of our services.

Wealth management
  • Portfolios that seek to provide income, growth and downside protection
  • Tax planning strategies
 
Philanthropic planning
  • 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
 
Life, health and disability income insurance
  • Policy review
  • Needs analysis
  • Life insurance trusts
  • Long-term care insurance
 
Estate planning
  • Family wealth transfer
  • Estate tax minimization
  • Efficient charitable giving

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.

Our honors include:

Euromoney 2015

  • Best Global Wealth Manager
  • Best Services for High Net Worth Clients
  • Best Research and Asset Allocation Advice

Euromoney 2014

  • Best Global Bank

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
5 Revere Drive
Suite 500
Northbrook, IL 60062
847-498-7828
800-323-9392

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

Creating a legacy that lasts