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. Partner Peter Burbank, Sr. followed in his father’s footsteps, and now Partner Peter, Jr. and Michael 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 seven members who are passionate about assisting individuals and families to reach their personal and long-term financial goals.

2022 Boston Five Star Wealth Manager

Peter Burbank, Sr., has received the Five Star Wealth Manager consecutively from 2012–20221, and Peter Burbank, Jr., has received it consecutively from 2015-20221.

2022 Forbes Best-In-State Advisor

We’re excited to announce Peter Burbank, Jr., and Michael Burbank both received the Forbes 2022 Best-In-State Wealth Advisor* award. Michael has also a been named a Forbes Top Next-Gen Wealth Advisor** consecutively from 2018-20212.

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 (CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, 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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