Burge Financial

Burge Financial is a small, independent registered investment adviser that serves individual and high‑net‑worth clients, managing roughly $14–15 million across about 67 client relationships. The sole adviser offers discretionary portfolio management alongside financial planning and consulting engagements, delivered through customized portfolios or firm model portfolios and billed on hourly or fixed bases for planning work.

The firm tailors advice to clients’ investment objectives and risk tolerances and primarily implements discretionary management with ongoing monitoring and at least annual reviews. It advises mainly on equities, corporate debt, mutual funds and ETFs and discloses the use of a wide range of analytic approaches — including charting, technical and fundamental analysis, cyclical analysis — as well as both long‑ and short‑term trading techniques such as short sales and option writing.

A distinctive disclosure is that the firm’s principal is licensed as an independent insurance agent and may earn separate, commission‑based compensation for insurance sales, creating a potential conflict of interest that the brochure notes and that clients are not obliged to act on. The principal also holds CFP® certification and prior broker‑dealer experience, and the firm documents standard operational safeguards such as written authorization for fee deductions and regular custodian statements.