About Us | Burleson + Company

Inquisitive. Constructive. Creative.

Why we’re here:

We Question. We Answer.

With Petaluma’s trending community as home base, we look to inspire you as well as ourselves to think creatively, smartly, and fluidly about your finances so we can build strategies that let you live in the moment.

Burleson + Company at a Glance

Founded

2004

Fee Structure

Fee-only

Clients

Corporate executives, professionals, entrepreneurs, multigenerational families endowments, nonprofits, and institutions willing to enjoy the financial journey.

Approach

Open exchange of ideas to learn about our clients’ objectives and create a plan and portfolio designed to meet them.

Service Motto

“At the end of each day, we want to be able to say as a firm and as individuals that we do the best we can for our clients.”

We’re Inquisitive: We always ask the meaning behind things.

We are curious and personal

As a financial advocate, we see life as so much more than facts and figures. That’s why we ask you to share your stories and ideas. By understanding the why behind you and staying curious about the milestones in your life – as well as the changes in the global marketplace – we can be ready with relevant, grounded recommendations at the right time.

We stay independent and principled

As your fiduciary, we are responsible for making sure you take care of your wealth. This principle is simple for us to follow since we share the same goals. We provide clear, practical, and specific advice to meet your objectives.

We’re Constructive: We guide you where your heart leads you.

We simplify

We create a constructive partnership, built on more than finances. We look at all areas of your life: where you want to go, what you want to be, what you want to do. From this perspective, we create a plan. Your plan gives us a solid foundation for both our relationship and your portfolio since it helps clarify your goals and expectations.

We harmonize

We remain active, nimble, and collaborative – listening and learning – to advance and improve on your original plan as your needs and the markets’ change. Together, we are creating your tomorrow.

We’re Creative: We work in full color.

We initiate

We see every relationship as creative because no one is like you. Each relationship thrives on tailored perspectives, relevant solutions, and common goals.

We inspire

As chromatic thinkers, we offer colorful investment plans and portfolios within your situational spectrum to address your complex financial position. Your inspiration is our compass. While we understand and implement the traditional values of independent perspective, tested processes, thorough research, and consistent transparency, why not add some originality along the way?