Burnham Financial Group

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Our business is to offer top-quality financial services and expertise to a select group of institutions, companies, and individuals. Our capabilities extend from asset management and brokerage services to corporate finance, securities underwriting, and mutual fund administration and distribution. We choose our clients and our team members with equal care, seeking to ensure that our work meets the highest standards.

O U R  T E A M
All of our team members are accomplished and experienced in their disciplines. The firm is proud of its ability to attract and retain seasoned professionals in each of its areas of expertise. Our leaders have extensive ties to the business and investment communities. The firm's operations are structured to allow every client direct access to senior professionals.

O U R  H E R I T A G E
Our background in financial services goes back more than sixty years, to the founding of Burnham and Company in 1935 by the legendary I.W. Burnham, II. Over the following decades, the Burnham name earned wide respect in financial circles, while the business became well known for its growing range of capabilities. The current firm, founded in 1989, carries forward the Burnham tradition of combining honesty and commitment with enterprise and innovation.

O U R  R A N G E  O F  S E R V I C E S
The broad scope of financial services available from the Burnham Financial Group reflects our depth of knowledge and experience. All of our officers and senior managers are distinguished financial professionals at the time they join the firm. Many have credentials that encompass several disciplines. The result is an elite team of highly motivated and capable individuals who bring an unusually sophisticated level of insight to their work.

The services described in this brochure are available individually or in combination. Our size and flexibility allow us to offer truly personal service that is customized to each client's particular objectives.