Burgess Chambers & Associates Inc

Burgess Chambers is a financial advisor at Burgess Chambers & Associates Inc in Orlando, FL, with 32 years of industry experience. He has held Series 63 and Series 65 designations and has been with his current firm since 1988. Burgess Chambers & Associates provides investment consulting and advisory services to a range of individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and governmental entities. The firm focuses on asset allocation and manager selection, using quantitative models and due diligence to build diversified portfolios, and maintains a significant pension consulting practice with a substantial amount of assets under advisement.

Larry Cole is a financial advisor at Burgess Chambers & Associates Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Burgess Chambers since 2008. Burgess Chambers & Associates provides investment consulting and advisory services to a diverse client base, including individual and institutional clients such as pension and profit-sharing plans, trusts, and governmental entities. The firm focuses on asset allocation and manager selection, emphasizing a consulting role with substantial pension plan expertise.

Mitchel Brennan is a financial advisor at Burgess Chambers & Associates Inc with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Burgess Chambers & Associates provides investment consulting and advisory services to a diverse client base including individual and institutional clients such as pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and manager selection, with a significant consulting presence in the pension sector, overseeing approximately $7.89 billion in assets under advisement as of the end of 2024.

Fang Wan is a financial advisor at Burgess Chambers & Associates Inc with 13 years of industry experience. She holds a Series 65 designation and has been with the firm since 2006. Burgess Chambers & Associates provides investment consulting and advisory services to individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on asset allocation and manager selection, using both quantitative models and due diligence to build diversified portfolios, and is noted for its substantial pension consulting business.