Jeffrey Burch

EP Wealth Advisors

Regional Director/Partner

Jeffrey Burch

EP Wealth Advisors

Regional Director/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Jeffrey Burch

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Jeffrey Burch is a Brunswick, ME fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planningtax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Burch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeffrey Burch had nearly 25 years of experience in the financial industry when he joined EP Wealth Advisors in 2022. Jeffrey previously provided wealth management services at Cribstone Capital Management in Maine, following leadership roles in London, New York and Hong Kong at firms including Goldman Sachs, Morgan Stanley, and BlueMountain Capital. An Institutional Investor Magazine–ranked research analyst, he specializes in serving those with complex wealth management needs by understanding their financial challenges and helping families meet their goals. Jeff lives with his wife, Renee, his children, Cecilia, Kingsley, and Gus, and enjoys skiing, ice hockey, indoor soccer, and boating, as well as volunteering at his children’s schools. He holds dual UK-US citizenship.

Education

Colgate University, B.A. in Economics with a minor in Geology

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Contact Jeffrey Burch

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Office Locations:

  • 155 Park Row
    Brunswick, ME 04011

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