2024 Year-end Planning Guide
We are pleased to share our 2024 Year-end Planning Guide, featuring insights into the financial and tax landscape and the potential impacts on your personal financial plan.
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Burling Wealth charts RIA path without private equity
In an industry rife with consolidation, the founders of a new registered advisory firm think there’s a distinct advantage in going against the trend. Steven Resnik said his and his…
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Father-Son Duo Launch $750M AUM Chicago RIA
A Chicago-based father and son duo have launched their own registered investment advisor with over $750 million in assets under management. Mark and Steven Resnik have teamed up to lead…
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Father-son advisor duo launch $750M indie firm
After nearly 20 years in the business, a veteran advisor has partnered with his son to run their own family-owned independent practice in Chicago. Burling Wealth Partners, the newly launched…
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Burling Wealth Partners Launches Independent Wealth Management Firm with over $750 million in Assets Under Management
CHICAGO, Nov. 4, 2024 – Veteran wealth advisor Mark Resnik and investment manager Steven Resnik are proud to announce the launch of Burling Wealth Partners (“Burling”) with over $750 million in assets under management. Based in Chicago,…
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Father and son team up to launch $750m Chicago RIA
A father-son duo with a background in private banking and private equity has teamed up to start a new RIA in Chicago — and plans to keep it in the…
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Father-Son Duo Launch $750M AUM Advisor Firm In Chicago
A 30-year industry veteran who most recently served as a wealth advisor with CIBC Private Wealth Advisors has launched Burling Wealth Partners in Chicago with his son. Mark Resnik’s new…
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We are excited to announce the launch of Burling Wealth Partners.
We are excited to inform you of the launch of Burling Wealth Partners (“Burling” or “BWP”). Based in Chicago, Illinois, Burling is an independent registered investment advisory firm dedicated to…
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