Burbank Advisors

About Burbank Wealth Management

Burbank Wealth Management is built on the legacy and integrity of first-generation Nelson Burbank, who started the investment practice, Burbank and Company, in Boston in 1952. After years of success, he eventually sold his business, including all seven locations, to AG Edwards & Sons, a predecessor of Wells Fargo Advisors, in 1982. Peter Burbank, Sr., Partner followed in his father’s footsteps, and now Peter, Jr., Partner and Michael, Partner have joined the team to assist and impact client’s wealth for future generations. Over the last 40 years, the Burbank team has developed a strong presence in the New England area with knowledge and experience that spans over three generations.

The team consists of six members who are passionate about assisting individuals and families to reach their personal and long-term financial goals.

2024 Forbes Best-In-State Wealth Management Team

We're pleased to announce that Burbank Wealth Management was recognized on the 2024 Forbes Best-in-State Wealth Management Teams list!  We believe this recognition serves as a reminder that our team is committed to working every day toward the financial success of our clients.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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