Bourke Wealth Management Certified Financial Planner

Jan 2026

Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced professionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes—advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation.

Kristi...read full review