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09.2024

About Burling Wealth Partners

Burling Wealth Partners is a Chicago based, independent, fee-only fiduciary serving high-net-worth individuals and families from coast to coast. We provide comprehensive wealth management services designed to protect and preserve your wealth today, foster sustainable growth for the future, and instill the confidence to focus on what matters most to you and your family. Our client-centric approach ensures tailored strategies that align with your financial goals, offering clarity, simplicity, and long-term security.

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 serving as a trusted partner for high net worth individuals and families. We are a fee-only fiduciary delivering comprehensive wealth management and advisory solutions. The firm’s aim is to help clients safeguard their hard-earned wealth, simplify financial complexities, and instill the confidence and peace of mind necessary to fully embrace life’s joys.

As an independent registered investment advisor, we enjoy the freedom to carefully choose best-in-class partners, leverage cutting-edge industry technologies, and establish competitive and transparent fees that best suit our client’s needs. This flexibility allows us to navigate the ever-evolving financial landscape, where constant re-evaluation is essential. Our firm has hand-picked innovative financial technologies and industry leading partners to deliver exceptional service to our clients.

Burling is led by Mark Resnik and Steven Resnik who have decades of experience managing billions in client assets. Mark Resnik brings over 30 years of industry experience having held leadership roles in wealth management, investment research, and tax & estate planning at leading registered investment advisors. Previously, Mark practiced as an attorney and a certified public accountant. Steven Resnik is a former private equity investor, credit analyst, and investment banker. Steven brings a growth mindset to Burling, having previously served on the board of directors of several enterprises ranging from 50 to 1,000+ employees.

Burling has established a team that blends deep experience and diverse expertise, bringing together a wealth of credentials including CFAs, CFPs®, CPAs, JDs, and MBAs. Industry veterans Young Im, CPA, CFA, Zachary Patzik, CFA, CFP® and Abby Davis have joined the Burling leadership team to provide personalized attention and create custom tailored strategies to meet each of our client’s needs. The mutual respect, cooperation, and collaboration amongst our multi-generational team enables us to uniquely service our clients across the wealth management spectrum.

We look forward to partnering to help achieve your financial goals.

DisclosuresThe information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal. Burling Wealth Partners, LLC (“Burling”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about Burling Wealth Partners, LLC is available at burlingwp.com or on the SEC’s website at www.adviserinfo.sec.gov.