Burleson & Company

Burleson & Company is a consulting and advisory firm that serves individuals, families, and businesses seeking support in wealth management, strategic financial planning, and venture capital investments. Founded in April 2025 and headquartered in Petaluma, California, the firm has earned the confidence of clients who value financial clarity, measured growth, and the preservation of legacy in an ever-changing market environment.

The firm was founded and is led by James Burleson, an experienced advisor and entrepreneur with an extensive background in finance, operations, and consulting. Over the course of their career, they have developed a deep understanding of portfolio management, private equity, risk mitigation, and family office advisory services. Their leadership is based on the belief that effective financial management is built on understanding each client’s goals, values, and challenges. James’ vision for Burleson & Company centers on trust, transparency, and clear communication, ensuring that every client relationship is grounded in mutual understanding and long-term purpose.

Under their guidance, Burleson & Company has become known for combining strategic insight with practical application. James takes a hands-on approach, working directly with clients to ensure that every service reflects both professional expertise and personal attention. Their recognition as a Barron’s Top Advisor and a Forbes Best-in-State Wealth Advisor underscores their professional integrity and the firm’s dedication to delivering quality and reliability across all service areas.

Burleson & Company provides a comprehensive range of financial services tailored to meet each client’s needs. Investment advisory forms the core of the firm’s work. Instead of relying on standard models, the firm develops personalized portfolios that align with each client’s risk tolerance, time horizon, and objectives. This research-driven process emphasizes balance between opportunity and risk while maintaining flexibility to adapt as financial goals evolve.

The firm also offers detailed financial planning covering cash flow management, retirement preparation, tax planning, and education funding. These strategies are designed to provide clients with a clear roadmap for their financial future, ensuring that their plans can grow and adapt to life’s changes. Burleson & Company further assists clients with complex financial matters involving trusts, estates, and business ownership, often collaborating with attorneys, accountants, and other professionals to deliver cohesive, well-coordinated solutions.

A significant aspect of the firm’s work is the management of BCo Venture Fund I, a private investment fund that identifies and supports early- to mid-stage companies. The fund focuses on businesses with capable leadership, scalable models, and growth potential in technology, consumer products, and sustainability. Approximately five years after its launch, BCo Venture Fund I has entered its prime growth phase, reflecting Burleson & Company’s disciplined investment approach.

Burleson & Company operates according to four core values: integrity, clarity, partnership, and growth. Integrity ensures that every recommendation is made with honesty and in the client’s best interest. Clarity means that financial strategies are explained in clear, understandable language. Partnership reflects the firm’s commitment to long-term relationships built on trust and collaboration.

The firm’s expertise spans business consulting, strategic planning, family office advisory, and private investment evaluation. Each service integrates tax efficiency and risk management to help clients make informed, confident financial decisions. Through thoughtful leadership and consistent execution, Burleson & Company continues to help clients build, manage, and preserve their wealth with integrity and clarity.