Learn more about our generational approach to your wealth
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.
2025 Forbes Best in State Wealth Management Teams
We're pleased to announce that Burbank Wealth Management was recognized on the 2025 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.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Advisors
We are pleased to annouce Michael J. Burbank, CFP® and Peter Burbank Jr. CRPC® were recognized on the 2025 Forbes Best-in-State Wealth Advisors list.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 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.