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.

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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

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Businesses

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

Meet our team
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Our Process

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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. 

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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.

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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.

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4. Implement

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

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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

A Note on Tariffs
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Ben Peters

Lead Advisor & CCO, Principal

A Note on Tariffs

We typically separate politics from investing. Most political drama looms larger in perception than in market returns. Yet, right now we’re in a political moment. Tariff news and speculation are driving market volatility. The S&P 500 is off nearly 10% from its highs.    After another rough market day, here are some quick thoughts on […]

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Vanguard Webinar Replay
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Ben Peters

Lead Advisor & CCO, Principal

Vanguard Webinar Replay

Here is a conversation with Liz Muirhead, senior portfolio specialist at Vanguard, about many of the most pressing topics of today:

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Q4 2024 Commentary – The Case for Diversification Remains Strong
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Ben Peters

Lead Advisor & CCO, Principal

Q4 2024 Commentary – The Case for Diversification Remains Strong

Big moves for the S&P 500 are not unusual. Stocks produce long-term averages through a two-step-forward-one-step-back rhythm. Likewise, this decade the S&P 500 has grown 14.5% per year, nearly 100% in total.  

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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

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