An independent asset management and investment banking boutique, Burnham Financial Group embraces the values of honesty and commitment and combines them with enterprise and innovation. These values were first practiced by the legendary I.W. Burnham ll, founder of Burnham and Company in 1935, who provided us with a heritage that continues on today.
Grounded in time-tested investment traditions
Today Burnham Financial offers solid advice through a highly experienced team, each an expert in their field. We emphasize long-term strategies with a constant eye to day-to-day market shifts, leveraging our broad knowledge base and creativity to serve a select group of institutions, companies and individuals.
The current firm, founded in 1989, continues to build and value long-standing relationships with our clients. Our teams of highly motivated, deeply experienced and capable financial professionals advise those clients, offering a broad scope of financial services, which include:
• Private Asset Management
• Mutual Funds
• Investment Banking