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, Jason Cole Erxleben, 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






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:

  • #1 Wealth Advisor in Wisconsin by Forbes Best-in-State list, 2018
  • Named #1 Financial Advisor in Wisconsin for nine consecutive years by Barron’s Top 1,000 (2009 – 2014) and Top 1,200 (2014-2018) state-by-state ranking
  • Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018
  • Recognized for eleven consecutive years by Barron’s as a Top 100 Financial Advisor in the U.S. (2007 – 2018)
    "Adapting to Changing Times": Andrew Burish, 2017 Top 100 Financial Advisor
  • Named to the Financial Times 400 Top Financial Advisers (2013 – 2018)
  • Forbes article "A John Templeton For 2016: Andy's Burish's Global View Puts Cash In His Clients' Hands," August 2016

Advanced Planning Insights

Estate planning after 2017 tax reform

Record high exemption amounts create a rare opportunity to take advantage of strategies for "locking in" those exemptions and permanently avoiding future transfer taxes

Investing in good is a good idea

Partnerships for the goals

The United Nations’ Sustainable Development Goals (SDGs) provide a roadmap to solve our common sustainability challenges and the seventeenth SDG is Partnerships for the Goals.

The rising prospect of living ten decades

The century club

The idea of living a century was once confined to science fiction. But no longer. For the world’s wealthy, living a 100-year life is not an outcome they consider a mere possibility. It’s one they expect.

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:

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

The Burish Group – Milwaukee
411 E Wisconsin
Suite 1700
Milwaukee, WI 53202

The Burish Group– Chicago
5 Revere Drive
Suite 500
Northbrook, IL 60062

The Burish Group – Chicago-Barrington
303 East Main Street
Suite 300
Barrington, IL 60010

The Burish Group – Milwaukee-Brookfield
17775 West Bluemound Road
Brookfield, WI 53045



Planning for the lifestyle you want

Planning for the lifestyle you want

Planning for the future

Planning for the future