Financial Services Firm Dedicated to More than just Accumulating Wealth - Burnham Gibson Wealth Advisors, Inc. Financial Services for Businesses and Individuals - Burnham Gibson Wealth Advisors, Inc. The People They Care About Most - Burnham Gibson Wealth Advisors, Inc.

Private Client Services

Comprehensive services for financial and estate planning, wealth management and insurance planning.


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Corporate Services

One source for 401(k) services, employee benefits consulting, business succession planning and more.


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Burnham Gibson Wealth Advisors, Inc., is an independent, privately-held firm offering financial planning and investment advice for individuals, and retirement plan services to corporations.

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Investment advisory and asset management services are offered by investment adviser representatives (IARs) through Burnham Gibson Wealth Advisors, Inc. (BGWA), a registered investment adviser. BGWA IARs are also, separately and apart from BGWA, registered representatives who offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), as well as agents who offer insurance and annuity products through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Please note that any BGWA IAR holding the QKA (Qualified 401(k) Plan Administrator) and/or the CPFA (Certified Plan Fiduciary Advisor) professional designation does so only in his or her capacity as an IAR with BGWA and entirely outside of Equitable Advisors and Equitable Network. Neither designation reflects any Equitable Advisors / Equitable Network investment advisory or other service or product offering. Equitable Advisors and Equitable Network do not provide ERISA fiduciary, tax, or legal advice, and are not affiliates of BGWA. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed and/or registered.

CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, Chartered Life Underwriter® and Chartered Financial Consultant® marks are the property of The American College, which reserves sole rights to its use, and is used by permission.

Please note that although Burnham Gibson Wealth Advisors, Inc. is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training. Additional information about the Adviser is available on the SEC’s website at www.adviserinfo.sec.gov.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.