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Crain's Chicago Business
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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Crain's Chicago Business
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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Insights
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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Insights
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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Insights
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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FinancialPlanning
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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WealthManagement.com
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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InvestmentNews
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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PR Newswire
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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Citywire
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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