In addition to our direct wealth management business, Burke Wealth Management serves as a sub-advisor to other RIA’s. RIA’s can choose between each of our investment product options: Focused Growth, Balanced Growth, and Tactical Growth.

Many RIA’s outsource their investment management through mutual funds and exchange traded funds (ETF’s) and have no access to the managers making the investment decisions.

We offer a unique value proposition to our RIA partners. The RIA partner maintains the client relationship while being able to offer a professionally managed product in which they have direct access to the team making the investment decisions on their client’s behalf. 

In addition, because we self-distribute, we are able to offer this product at a lower all-in cost to the end client. 

We are also happy to work with our RIA partners in joint marketing efforts to help them grow their business.