Guidance Toward Clarity, Prosperity, and Security — On Your Terms
At Burton Enright Welch, your goals are at the center of everything we do. Your financial plan should reflect your life, priorities, and preferences, aligning your resources with what matters most to you.
Meet With UsDecades of Knowledge, Generations of Results
13
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.
1. Listen
2. Analyze
3. Design
4. Implement
5. Adapt
Our Insights
Jeremy Welch
Senior Advisor, Managing Principal
Welcoming Jason Steuerwalt, CFA, as Director of Investments
Burton Enright Welch is pleased to announce that Jason Steuerwalt, CFA, joined the firm earlier this year as Director of Investments. Since 1989, the B|E|W approach has been built on discipline, independence, and planning that puts each family’s goals first. As the firm has grown and the families we serve have grown with us, we […]
Chris Hughes
Lead Advisor, Principal
How Much Cash Should I Have Before I Retire?
I’d like to start by acknowledging the question behind the question. If you’re wondering how much cash to have either before or during retirement, the underlying concern is protection — how much is needed to insulate yourself from unexpected expenses, obligations, and market downturns. Chances are you’ve googled this question, so you’ve probably seen the […]
David Espineira
Director of Retirement Plans
Getting Employees to Actually Use Their 401(k): The Plan Design Features That Drive Participation
Imagine a business owner offers a 401(k) plan with a solid employer match. A year later, participation rates are underwhelming, a significant portion of employees haven’t enrolled, and many who have are contributing only enough to capture the match. While you’d think one would lead to the other, offering a retirement plan and having employees […]
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
