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 Us

Decades of Knowledge, Generations of Results

11+

Dedicated Advisors

100%

Employee-Owned

35+

Years Guiding Clients Forward

CONSULT AN ADVISOR

Who We Serve

We deliver attentive service to individuals, families, and businesses — today, tomorrow, and for generations to come.

Individuals

Learn more

Businesses

Learn more
SCHEDULE A MEETING
ed1b3befa75b695e3aa6aff4e7aa10fd
72a7af379a01af435cc171d07676c57b

We Put Your Needs First. Let’s Start Solving for Them.

Meet our team
Vector (1)

Our Process

img

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. 

img_1

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.

img_2

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.

img_4

4. Implement

Together, we review the strategy, address any questions, and outline the next steps. Once you’re confident, we begin executing.

img_3

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

Charts from a Dizzying Week
ben_peters

Ben Peters

Lead Advisor & CCO, Principal

Charts from a Dizzying Week

The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some charts that capture the market’s dramatic moves. And in case you missed it, last week we wrote about Tariffs and Diversification’s revival. Thursday April 3, the S&P 500 fell 4.9%. It fell another 6.0% on Friday April […]

Read More
Traditional Retirement Is Outdated: Why It’s Time for Life After Work
kelly_metzler

Kelly Metzler

Lead Advisor, Principal

Traditional Retirement Is Outdated: Why It’s Time for Life After Work

Retirement isn’t what it used to be. Once upon a time, it was relatively straightforward and cookiecutter. You hit 65, collected a pension, and settled into a life of leisure.  Today’s high-achieving professionals aren’t necessarily excited for a hard stop. They’ve spent decades solving problems, honing skills, leading teams, and cultivating networks — why should […]

Read More
Diversification Is Back
ben_peters

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 – […]

Read More

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

Alex Soderberg, CFP®, EA

Advisor

Ben Peters, CFP®, J.D.

Lead Advisor & CCO, Principal

Annie Klopstock

Associate Advisor

Chris Hughes, CFP®, CTS®

Lead Advisor, Principal

Teresa Escano

Director of Client Services

David Espineira, CFP®, CPRS®

Retirement Plan Advisor

Sydney Kovacs, CFP®

Advisor

Kelly Metzler, CFP®

Lead Advisor, Principal

Skip to content