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 40 financial professionals, in six office locations in the Midwest, licensed in 48 states.

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