Burgos & Brein is an independent Registered Investment Advisor, overseeing and coordinating finances, our goal is to provide the families and businesses we work with innovative financial strategies, solutions, and planning that result in financial clarity and security.
As a Registered Invesment Advisor, we are legally bound to work in your best interest.
Learn about the benefits of working with a Registerd Investment Advisor
We offer portfolios tailored to investors’ unique objectives, risk tolerances and time horizons. Our investment strategy is designed around personal risk tolerance, and investors can select from over 20 proprietary model portfolios.
Portfolio Analysis Review
Our proprietary Portfolio Analysis Review process gives you a detailed breakdown and thorough written analysis of your entire investment portfolio. This process combines powerful third-party statistics with a simple, easy-to-read report so you understand the possible risks and rewards of your current investment portfolio.
Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC.
Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.