Senior Financial Advisor · JD, MA, CFP®, CPWA®
Brian W. Burke
Brian Burke, JD, MA, CFP®, CPWA®, is a senior financial advisor at Montis Financial. His responsibilities include financial and retirement planning, investment management, tax and insurance analyses, and estate planning.
Brian began his financial services career at Ayco, a national financial planning firm, where he advised clients on investments, taxes, and legacy planning. He later worked at Merrill Lynch and Morgan Stanley, specializing in a planning-centered approach to investment management.
Brian earned his bachelor’s degree from SUNY Plattsburgh, a master’s degree from Penn State, and a Juris Doctorate from Pace University School of Law. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® (CPWA®).
Brian lives in Holliston, MA, with his wife, Tammy, and their three children. He is actively involved in his children’s sports and scouting activities.
Start Here
Let’s start with a conversation
Every relationship starts with a conversation about what is changing and what matters most. Tell us what you’re planning for, and we’ll start there.