Burleson & Company
Wealth Management, Venture Capital, and Financial Planning in Petaluma, California
Burleson & Company is a consulting and advisory firm that helps individuals, families, and businesses navigate complex areas of wealth management, financial planning, and venture capital. Founded in April 2025 and based in Petaluma, California, the firm has built a reputation for providing thoughtful guidance designed to help clients achieve clarity, growth, and legacy preservation in a constantly changing financial world.
The firm was founded and is led by James Burleson, an experienced advisor and entrepreneur with a diverse background in finance, operations, and consulting. Over the years, they have developed substantial expertise in portfolio management, private equity, risk mitigation, and family office advisory services. Their leadership is rooted in the belief that financial advice should reflect more than numbers. James focuses on understanding each client’s goals, values, and challenges before creating strategies that fit their unique circumstances. This commitment to trust, transparency, and clarity serves as the foundation for every service Burleson & Company provides.
Under their leadership, Burleson & Company combines strategic insight with practical execution. James works directly with clients to ensure that every recommendation is thoughtful, informed, and aligned with their financial vision. Their recognition as a Barron’s Top Advisor and a Forbes Best-in-State Wealth Advisor reflects a consistent dedication to professionalism and excellence across all service areas.
Burleson & Company offers a broad range of financial services tailored to each client's distinct needs. Investment advisory is at the core of the firm’s work. Instead of following general market models, the team creates customized portfolios that align with each client’s goals, time horizon, and risk tolerance. The firm’s disciplined, research-based process seeks to balance growth opportunities with careful risk management. In addition to investment services, Burleson & Company provides comprehensive financial planning, including cash flow management, retirement readiness, tax strategy, and education funding. Each plan evolves alongside clients’ changing needs and life stages, ensuring continuity and stability over time.
Wealth management at Burleson & Company goes beyond portfolio oversight. The firm works with high-net-worth individuals and families who often have complex financial structures, including trusts, estates, and business interests.