Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms
Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…
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As Chicago’s Wealth Management Industry Grows, Independent Firms Carve Out Their Niche
As Chicago’s wealth management industry grows more crowded, Burling Wealth Partners founder Steven Resnik sees an opening. A former private-equity investor, Resnik is keenly aware of how well-heeled private-equity firms…
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Preparing for Tax Season
Tax season is here—but good tax planning isn’t just a once-a-year thing. Our guide highlights important information and documents to keep top of mind.
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2025 Retirement Planning: What You Need to Know
Our 2025 Retirement Planning Guide highlights important updates that may impact your retirement planning.
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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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