Clarity, Prosperity, and Security — We’ll Guide You There
At Burton Enright Welch, you are our foremost priority. We design wealth solutions that optimize your resources and put your mind at ease.
Meet With UsDecades of Knowledge, Generations of Results
11+
Dedicated Advisors
100%
Employee-Owned
35+
Years Guiding Clients Forward
Who We Serve
We deliver attentive service to individuals, families, and businesses — today, tomorrow, and for generations to come.
We Put Your Needs First. Let’s Start Solving for Them.
Our Process
1. Listen
Open dialogue is the foundation of a strong partnership. We listen to your story — background, wants, needs, and concerns — and get to know you personally.
2. Analyze
With a clear understanding, we conduct a thorough analysis of your financial circumstances and map out a plan for your specific goals and any challenges ahead.
3. Design
Our team crafts a diversified, tax-optimized strategy that’s meticulously designed around your life, with flexibility to adapt to changing markets and evolving circumstances.
4. Implement
Together, we review the strategy, address any questions, and outline the next steps. Once you’re confident, we begin executing.
5. Adapt
As life changes, so should your financial plan. We regularly meet with you to ensure your plan remains responsive to your needs, reassessing and adjusting as necessary.
Our Insights
Ben Peters
Lead Advisor & CCO, Principal
Diversification Is Back
2024 & 2025 Asset Class Returns through March 31, 2025 Last quarter, we made the case for diversification – an age-old principle that has improved returns and reduced risk across nearly every period in market history. Yet in recent years, diversification has often felt out-of-touch, even antiquated. That’s what happens when one asset class – […]
Ben Peters
Lead Advisor & CCO, Principal
In the (Tariff) Storm
As we wrote last month, we’d prefer not to address politics, but we are undeniably in a political moment. That was hammered home this week with President Trump’s latest tariff announcement and the ensuing stock market tumble. For weeks, tariff drama has dominated headlines. Each rumor or announcement jolts markets and investor nerves. We recognize […]
Jeremy Welch
Senior Advisor, Managing Principal
Is Your Financial Plan Still on Track? 7 Ways to Evaluate It Amid Economic Uncertainty
Key Takeaways You did everything by the book: You created a solid financial plan, set clear goals, and built a diversified portfolio. But lately, something feels off. Despite the S&P 500 hitting record highs and a low unemployment rate,1 the signs of economic uncertainty abound: The sticker shock at the grocery store. A potential trade […]
Our team
Deliberately Disciplined, Naturally Attentive
At BEW, relationships come first. From your very first meeting with our advisors, you’ll experience a down-to-earth approach built on trust, transparency, and a genuine commitment to you and your financial well-being. Learn more about the backgrounds and credentials of our diversified team of fee-only advisors.
Meet our team
