Personalized Wealth Management for High-Net-Worth Investors

For over 30 years, Bob Burke Financial Services has helped affluent individuals and retirees grow and protect their wealth through risk-managed investment strategies and long-term financial guidance.

Learn More

Why Bobby?

I seek to add innovative solutions to the investment and financial planning challenges my clients face.  It is incredibly humbling to be charged with the trust necessary to implement these strategies, and I especially enjoy watching my clients experience the fruits that come from successfully navigating challenging markets and situations.

Learn more

The Multi-Millionaire Mindset Podcast

Check out the latest episode of The Mulit-Millionaire Mindset podcast. With a plethora of stories, impactful information, and incredible guests, this podcast is a fun and educational ride through the vast world of high-end finance.

Watch Now

  • Karen C - Client for over 20 years

    I have known and worked with Bob Burke for more than 20 years and have complete confidence and trust in his integrity and professionalism. His dedication and genuine interest in achieving the best outcomes for clients is what sets Bob apart from other advisors.

    If you are looking for someone who maintains contact with his clients, takes the time to explain things, and always has your best interests at heart, Bob is the one for you!

  • Sue R. - Client for over 20+years

    “My husband and I met Bob Burke over 20 years ago. He worked with us to develop a financial plan that met our needs, understood the direction we wanted to go with our investments. He has always been very responsive when we had a question or concern. After my husband passed away he has been extremely helpful in helping and guiding me. I am so grateful for all he has done over these last 20+ years.”


I recognize that money is merely a means to an end. It’s about having the financial security you need to live your life the way you want. It’s about enjoying your success, spending time with your family, and creating memories that last for generations.

While money is just a means to an end, it still requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life-not just financial goals. Whatever your goals, I can help.

My Approach

  • Assisting you in managing your investments is just one way Bob can help you manage your overall financial concerns. In addition to investing and money management, he can offer assistance with financial planning and insurance strategies.

  • Getting the right investment advice is key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed – like maximizing your retirement income or deciding how to pass on the family business.

  • Depending on your needs, Bob can provide a financial plan designed to help build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

  • A highly qualified Insurance Specialist works with Bob to assist you to create and preserve your wealth. They follow a comprehensive process to assess your needs and, if appropriate, recommend tax-exempt insurance products that will help achieve your wealth management objectives.