Jeffrey Burch

Regional Director/Partner

EP Wealth Advisors

Brunswick, ME

Anywhere / Virtual Meetings

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

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Jeffrey Burch

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

I Can Help You With:

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

FAQ with Jeffrey Burch

Is EP Wealth a fiduciary?
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Media Mentions and Industry Involvement

Office Locations

155 Park Row - Brunswick, ME 04011

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Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.