Peter N. Burbank

Peter N. Burbank

    • Partner

    Peter is the founder of Burbank Wealth Management. He is committed to providing clients with exceptional investment guidance as a Financial Advisor. Peter started in the business with his father, Nelson Burbank at Burbank and Co. in 1977. He now proudly continues that tradition with his sons, Peter Burbank Jr. and Michael Burbank, Partners and Financial Advisors.

    Peter has been recognized as a Platinum Council Advisor* from 2009-2020, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network. He has also been named a recipient of the Five Star Wealth Manager** award consecutively from 2012-2023.

    Peter holds a bachelor’s degree from Ithaca College.

    Outside of the office Peter enjoys spending time with his wife, children, and three grandchildren. He also enjoys kayaking, golf, tennis, and reading in his free time.

    CA Insurance License Number: 0E19138. Resident State MA.

    * The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financlal Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine reciplents.

    ** This award was issued each year on the evaluation process below. 

    The Five Star Wealth Manager award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 

    Award Issued on 2/01/2024 by Five Star Professional (ESP) for the time period 04/10/2023 through 10/31/2023, 4,221 Boston area wealth managers were considered for the award: 580 (13 % of candidates) were named Five Star Wealth Managers
    Award Issued on 2/01/2023 by Five Star Professional (ESP) for the time period 05/23/2022 through 01/06/2023, 3923 Boston area wealth managers were considered for the award: 578 (15 % of candidates) were named Five Star Wealth Managers
    Award Issued on 2/01/2022 by Five Star Professional (FSP) for the time period 05/24/2021 through 11/19/2022. 4069 Boston area wealth managers were considered for the award; 480 (12 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2021 by Five Star Professional (FSP) for the time period 05/24/2020 through 11/19/2020. 4069 Boston area wealth managers were considered for the award; 480 (12 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2020 by Five Star Professional (FSP) for the time period 05/24/2019 through 11/19/2019. 35SO Boston area wealth managers were considered for the award; 463 (13 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2019 by Five Star Profess/onal (FSP) for the time period 05/24/2018 through 11/19/2018. 3619 Boston area wealth managers were considered for the award: 566 (16 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2018 by Five Star Professional (FSP) for the time period 05/24/2017 through 11/19/2017, 2819 Boston area wealth managers were considered for the award: 532 (19 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2017 by Five Star Professional (FSP) for the time period 05/24/2016 through 11/19/2016. 2467 Boston area wealth managers were considered for the award; 623 (25 % of candidates) were named Five Star Wealth Managers
    Award Issued on 2/01/2016 by Five Star Professional (FSP) for the time period 05/24/2015 through 11/19/2015, 2530 Boston area wealth managers were considered for the award: 632 (25 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2015 by Five Star Professional (FSP) for the time period 05/24/2014 through 11/19/2014. 3542 Boston area wealth managers were considered for the award; SOi (23 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2014 by Five Star Professional (FSP) for the time period 05/24/2013 through 11/19/2013. 1707 Boston area wealth managers were considered for the award: 655 (38 % of candidates) were named Five Star Wealth Managers.
    Award Issued on 2/01/2013 by Five Star Profess/onal (FSP) for the time period 05/24/2012 through 11/19/2012. 2362 Boston area wealth managers were considered for the award; 713 (30 % of candidates) were named Five Star Wealth Managers
    Award Issued on 2/01/2012 by Five Star Profess/onal (FSP) for the time period 05/24/2011 through 11/19/2011. 2591 Boston area wealth managers were considered for the award: 454 (18 % of candidates) were named Five Star Wealth Managers.

    Education

    • Ithaca College.