About Burks Financial Group
Since 2003, we've been dedicated to providing evidence-based wealth management with the highest fiduciary standards. Our journey from startup to managing over $2 billion reflects our commitment to excellence and innovation.
Our Mission, Vision & Values
Our core principles guide every decision and define how we serve our clients and contribute to our community.
Mission
To help clients build, preserve, and transfer wealth through deeply personalized, evidence-based financial advice.
Vision
To set the benchmark for trust, transparency, and technology-enabled investing among independent advisory firms in the Rocky Mountain region.
Impact
Denver HQ with national reach - serving clients across New York, Austin, Seattle, and beyond with our remote-first approach.
Core Values
These principles guide every interaction and decision we make.
Fiduciary First
Client interests lead every decision we make.
We operate under the highest fiduciary standard, ensuring your interests always come first. Our fee-only model eliminates commission conflicts.
Evidence Over Emotion
Strategies grounded in data, not headlines.
Our investment approach is built on rigorous academic research and empirical evidence, not market sentiment or media noise.
Clarity & Education
We demystify finance so clients act confidently.
Complex financial concepts are explained clearly, empowering you to make informed decisions about your wealth.
Collaboration
Cross-functional teams solve complex problems faster.
Our integrated approach brings together investment management, planning, and operations experts to serve your needs.
Community Stewardship
Profit with purpose; we reinvest skills and capital locally.
Through our 1% for Denver initiative and pro-bono financial literacy programs, we give back to our community.
Our Growth Story
Key milestones that shaped our journey from a small Denver startup to a recognized leader in wealth management.
Founded; $25M AUM
Firm founded by two former investment-bank colleagues
Crossed $250M AUM; launched retirement advisory
Expanded services to include corporate retirement-plan advisory
Opened Private Markets Desk
Launched to satisfy client demand for non-public assets
Launched ESG models
Introduced ESG model portfolios and sustainable-investment policy
Hybrid workplace; digital onboarding
Shifted to hybrid workplace; implemented fully digital client-onboarding workflow
$2B AUM; DBJ Fast 50
Surpassed $2B AUM; recognized by Denver Business Journal as a Fast 50 private company
Founded Research Lab
Established Burks Financial Group Research Lab; released first annual Capital Markets Outlook
Our Culture
Team Size: ~45 professionals
Advisers, research, operations, and technology experts
DEI Commitment
Goal of ≥40% female and ≥30% BIPOC representation in leadership by 2026
Learning Budget: $2k annually
For certifications, conferences, and professional development
Volunteer Day
One paid day per quarter for community service
What Sets Us Apart
Boutique Agility + Institutional Rigor
Partners average 20 years at bulge-bracket firms
Tech-Forward Stack
ML risk engine, client portal with real-time performance
In-House Research Lab
CFA-led team publishes quarterly factor & macro insights
Local Roots, National Reach
Denver HQ with advisers in NYC, Austin & Seattle