Michael J. Burbank, CFP®

Partner

Email Address

[email protected]

Phone Number

(781) 304-4330

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 2021-2025.

Michael lives in Wellesley, 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.

*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.