Welcome to Asset Allocation Advisors

We've Just Merged!

October 1, 2016

Asset Allocation Advisors merges with Burton Enright Welch

Asset Allocation Advisors (“AAA”) is pleased to announce that on October 1, 2016, our business merged with Burton Enright Welch (“BEW”), a local investment advisory firm. In the coming months, Bruce, Greg, Beverly and Rita will remain available to clients at the same phone number, email addresses, and office location.  Eventually, all services will be provided from BEW’s offices.  The combination of the AAA team with the larger BEW team provides the resources needed to assure that Asset Allocation Advisors’ clients will continue to receive high levels of personal service and investment management.  

Burton Enright Welch, founded in 1989, is an independently owned and operated financial planning and investment management firm managing over $450 million of investment accounts for individuals, small businesses, and retirement plans.  Please visit www.BEWinvest.com to learn more about Burton Enright Welch.