Michael J. Burbank, CFP®

Michael J. Burbank, CFP®

    • Partner
    Michael is a Financial Advisor who offers investors a long-term approach to clients to help them achieve their financial goals. He works with clients to establish and maintain lasting relationships and to help implement a sound investment plan. Michael is a Partner and CERTIFIED FINANCIAL PLANNER™ professional who works with clients on asset allocation, risk management, retirement, and estate planning strategies.

    Michael attended high school at Brooks School in North Andover, MA. He graduated from Stonehill College with a bachelor’s degree in Business. Michael continues the Burbank philosophy of sound financial advice and consistent client communication.

    Michael has been named a Forbes Top Next-Gen Wealth Advisor consecutively from 2018-2021, and a Forbes Best-In-State Wealth Advisor from 2021-2024.

    Michael lives in Boston, Massachusetts. Outside of the office Michael enjoys skiing, golf and tennis.

    CA Insurance License Number: 0J06462. Resident State MA.

    Forbes Top Next-Gen Wealth Advisor 2018-2021
    2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors 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.

    *2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors:  The Forbes Best-in-State Wealth Advisors 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.

    Education

    • Stonehill College