Our core values drive everything we do, ensuring you receive unbiased advice and institutional-quality investment management.
100% fee-only fiduciary advice. Your interests lead every decision, with no commission conflicts or hidden fees.
Machine-learning risk engines, real-time performance tracking, and digital-first client experience.
Deep Rocky Mountain roots with 1% for Denver initiative, supporting local financial literacy programs.
From startup to $2B+ AUM - key milestones in our commitment to excellence and innovation.
Firm founded by two former investment-bank colleagues
Expanded services to include corporate retirement-plan advisory
Launched to satisfy client demand for non-public assets
Introduced ESG model portfolios and sustainable-investment policy
Shifted to hybrid workplace; implemented fully digital client-onboarding workflow
Surpassed $2B AUM; recognized by Denver Business Journal as a Fast 50 private company
Established Burks Financial Group Research Lab; released first annual Capital Markets Outlook
Firm founded by two former investment-bank colleagues
Expanded services to include corporate retirement-plan advisory
Launched to satisfy client demand for non-public assets
Introduced ESG model portfolios and sustainable-investment policy
Shifted to hybrid workplace; implemented fully digital client-onboarding workflow
Surpassed $2B AUM; recognized by Denver Business Journal as a Fast 50 private company
Established Burks Financial Group Research Lab; released first annual Capital Markets Outlook