Burleson & Company is a consulting and advisory firm that supports individuals, families, and businesses in addressing the complexities of wealth management, strategic financial planning, and venture capital investments. Founded in April 2025 and headquartered in Petaluma, California, the firm has established itself as a trusted partner for clients who seek financial clarity, steady growth, and long-term legacy preservation in an evolving economic landscape.
The firm was founded and is led by James Burleson, an experienced advisor and entrepreneur with a strong background in finance, operations, and consulting. Over the course of their career, they have developed deep expertise in portfolio management, private equity, risk mitigation, and family office advisory services. Their leadership approach focuses on creating meaningful relationships built on trust and understanding. James believes that successful financial management extends beyond numbers, emphasizing a client’s values, goals, and challenges as essential components of every financial plan.
Under their leadership, Burleson & Company combines strategic insight with practical financial solutions. James works closely with clients to ensure that each recommendation reflects careful analysis and personal understanding. Their recognition as a Barron’s Top Advisor and a Forbes Best-in-State Wealth Advisor reflects professional credibility and a commitment to maintaining quality and precision in all aspects of the firm’s work.
Burleson & Company offers a comprehensive range of financial services tailored to each client's unique needs. Investment advisory services form the foundation of the firm’s offerings. Rather than relying on general models, the firm builds individualized portfolios that align with each client’s goals, time horizon, and risk tolerance. The team follows a disciplined, research-based approach that balances opportunity and caution while remaining adaptable to changing market conditions.
In addition to investment management, Burleson & Company provides detailed financial planning to create a comprehensive, sustainable economic strategy. This includes guidance on cash flow management, retirement preparation, tax planning, and education funding. The firm’s approach is structured to evolve as clients’ needs and life stages change, ensuring flexibility and continuity over time.
The firm’s wealth management services also extend beyond portfolio oversight. Burleson & Company works with high-net-worth individuals and families whose financial lives include complex assets such as trusts, estates, and business holdings. The firm collaborates with attorneys, accountants, and other professionals to ensure that all aspects of a client’s financial situation are coordinated and aligned toward shared goals.
An essential part of the firm’s work is its management of BCo Venture Fund I, a private investment fund focused on identifying and supporting high-growth companies at early to mid-stage. The fund targets businesses with strong leadership, scalable models, and potential in technology, consumer products, and sustainability. Approximately five years after its launch, BCo Venture Fund I has entered its growth phase, demonstrating the firm’s disciplined investment approach. Through this fund, investors gain access to private market opportunities that align with Burleson & Company’s mission of helping clients build and maintain generational wealth.
The foundation of Burleson & Company rests on four guiding values: integrity, clarity, partnership, and growth. Integrity ensures that every decision is made honestly and in the client’s best interest. Clarity allows clients to understand complex financial concepts and strategies in straightforward terms. Partnership represents the firm’s belief in long-term, collaborative relationships built on trust and shared purpose. Growth reflects both economic progress and personal development, supporting clients as they achieve broader goals beyond wealth accumulation.
Burleson & Company’s expertise covers business consulting, family office advisory, strategic planning, and private investment evaluation. The firm integrates risk management and tax efficiency into every service, helping clients create and preserve wealth in ways that reflect their priorities and vision. Through careful planning, professional insight, and a client-centered philosophy, Burleson & Company continues to provide dependable guidance that helps clients move forward with clarity and confidence.
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