IRVINE, CA--(Marketwire - January 25, 2011) - Burnham Gibson Financial Group, Inc., a full-service financial services firm based in Orange County, Calif., ended 2010 with 250 corporate and 2,000 individual clients, and reveals plans for further expansion during 2011.
"Last year was a banner year," says Darin Gibson, president of Burnham Gibson Financial Group. "We exceeded expectations by adding over $100 million in new assets, and ended the year with more than $450 million under the firm's management -- despite a tumultuous economy."
Contributing to this growth were several transitions and strategic decisions, including a partnership with employee benefits brokerage firm Burnham Benefits Insurance Services. The firm's expansion included 25 percent personnel growth since launching in April 2010.
The firm, which specializes in high-end corporate services including pension planning, executive benefits planning and risk management, as well as personal wealth management and estate planning strategies, now has clients throughout Southern California, many with national reach.
In its year of new beginnings, Gibson and Burnham Benefits' owner and president Kristen Allison decided to leverage the services of the two firms to provide an unrivaled experience for clients: a one-stop shop for all benefits, insurance and financial needs, where industry-leading expert talent, Fortune 500 infrastructure, and boutique-style customer service are a top priority. The synergy between the two teams made for a smooth transition that allowed Burnham Gibson to gain traction with clients and build solid 2010 revenues.
"This year has brought a great deal of success between Burnham Benefits and Burnham Gibson Financial Group," says Kristen Allison, president of Burnham Benefits. "By aligning my team's progressive employee benefits strategies with Burnham Gibson's financial services, we've greatly benefited our mutual clients and future clientele. Via the partnership, we've been able to fill a void in the local market for businesses and individuals who want a more integrated approach to their financial and insurance needs."
In 2011, Burnham Gibson will strive to maintain its pattern of growth by adding new clients and recruiting top talent. Already a top firm within AXA Advisors LLC (member FINRA/SIPC), Burnham Gibson intends to ramp up and further carve out its place in the market.
Recruiting is under way to support Burnham Gibson's 2011 expansion plans. Qualified professionals looking for a career in financial services are encouraged to contact Veronica Romo at (949) 833-5854 to discuss opportunities at Burnham Gibson.*
About Burnham Gibson Financial Group, Inc.: Burnham Gibson helps corporate and individual clients accumulate wealth, manage risk and plan for the future. Based in Irvine, Calif., the robust, full-service financial services firm offers an unparalleled complement of best-in-class services to help provide for the full spectrum of clients' financial needs, and the needs of their workforces. Burnham Gibson currently offers financial and insurance services to more than 250 businesses and 2,000 individuals and advises on approximately $450 million in assets for corporate and individual clients. In 2010, the company partnered with Burnham Benefits Insurance Services to provide a comprehensive offering of integrated employee benefits solutions. The relationship allows both firms to leverage a larger organizational scale and depth of management, improving the quality and service they can provide for clients. For more information, visit www.burnhamgibson.com.
Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency of California, LLC and its affiliates. Burnham Gibson Financial Group, Inc. is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Burnham Benefits Insurance Services is not affiliated with AXA Advisors or AXA Network.
*Financial Professionals are contracted with AXA Advisors, LLC. AXA Advisors is an equal opportunity employer M/F/D/V
PPG 60253 (1/11)
Contact Information:
CONTACT:
Lauren Ellermeyer
Beyond Fifteen Communications
949-733-8679