Who We Help

people

Think of us as your family's personal CFO. Our holistic, client-centered view makes us the "go-to firm" to meet the needs of individuals and families including:

  • Entrepreneurs and Business Owners
  • Executives and Professionals
  • Retirees
  • Physicians
  • Widows and Widowers
  • Families Affected by Divorce
  • New or Sudden Wealth
  • Closely Held Complex Family Assets

 

We serve as consultants to a small, select group of clients and tailor our strategy to meet their needs. We do this by coordinating estate planning with your attorney, tax planning with your accountant, and reviewing risk management where needed. We can help you plan for a comfortable and secure retirement, or prepare to pass your resources prudently to the next generation.

We are a full-service firm with resources to meet the complex needs of individuals and families. Our mission at Burgeon Capital is to improve the quality of our clients' lives through guidance, with laser precision clarity that results in greater financial accomplishments. Our clients are individuals who value the relationships and expertise of professionals. We strive to achieve an unequaled standard of excellence in our professional relationship by providing tailored value-added services and to become essential to our clients' by assisting them in making educated intelligent financial decision to achieve more in life.

Quick Contact Information

Burgeon Capital - Brian Fralin CFP®
President | Wealth Manager
Meeting by appointment only

Physical Address
2204 Homestead Ct.
Midland, TX 79707

Mailing Address
PO Box 9580
Midland, TX 79708

Other Contact Info.
Phone: 432-218-6199
Cell: 432-770-3451
Email: bfralin@burgeoncap.com

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