Burling Wealth Partners

@burlingwp.com

Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions. We are committed to our role as Fiduciary Advisors — guided by the principle that advice should be straightforward, customized, and given without bias. We put our client’s interests first and have a transparent fee structure that aligns our objectives with our clients. Information provided within this platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal.

burlingwp.com

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About Burling Wealth Partners

Burling Wealth Partners is an independent wealth management firm focused on building long-term relationships and helping clients make informed financial decisions. The firm describes trust, mutual commitment, and lasting relationships as central to its values, and presents its role as a partner in pursuing clients’ financial goals and greater peace of mind.

Burling provides personalized, objective advice and comprehensive wealth management tailored to each client’s circumstances. Its services include developing financial plans that bring together investments, tax considerations, estate planning, education, and philanthropy. The firm aims to support both straightforward and complex life and financial decisions, combining specialized expertise with personal service and carefully tailored solutions.

Burling’s planning approach considers how different parts of a person’s financial life connect, with the goal of aligning wealth with priorities today and in the future. The firm also shares news and insights and provides information about its team, services, and disclosures. Burling Wealth Partners, LLC is registered with the U.S.