Our Story & Services

Have you been saving for retirement? Many people have been saving their entire working lives, diligently accumulating the wealth they think they’ll need. But saving for retirement is not the same as planning for retirement.  

I provide strategic advice, thoughtful planning and tactical implementation to clients on all issues involving retirement. I begin by asking clients to think about what their retirement will be like. Goals they’d like to accomplish, dreams they’d like to fulfill. And, inevitably, expenses they may face. Unexpected economic factors. Changes in the markets.

In fact, I help clients understand that retirement is not really an event – it’s a life stage, one that requires substantial and ongoing change in wealth management strategies and tactics. There are many variables, and no two retirements are exactly alike.  

Ultimately, my goal is to help clients answer the question that keeps many people awake at night: will I run out of money? I want to help every client feel confident and secure in their retirement.
Services Include
  • Financial Planning1
  • Asset Management2
  • Corporate Cash Management
  • Lending Products
  • Trust Services*
  • Wealth Management3
  • 401(k) Rollovers
Securities Agent: CO, WY, WV, WI, VA, TX, SD, PA, OR, OK, NV, NM, NJ, ND, MT, MO, MN, MI, MD, MA, KS, IN, IL, FL, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1273015
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Andrew J. Burwell
First Vice President, Wealth Management
Financial Advisor
Family Wealth Advisor 

I work with clients to help them plan for and enjoy a successful retirement. Based on an in-depth analysis of your vision for your retirement, I construct a detailed financial plan and investment portfolio to help you achieve your goals.

I have been passionate about implementing financial plans to help people enjoy their lives since I was in college. I started as an intern, then joined Merrill Lynch after graduation in 1998. I moved to Morgan Stanley in 2009 to help my clients leverage the firm’s vast resources, advanced technology and thought leadership.

I earned a B.S. degree in Finance from the University of Colorado at Boulder. I am also an Accredited Investment Fiduciary (AIF), which speaks to my knowledge, skills and commitment to my clients. I am a member of the Association of Professional Investment Consultants (APIC), and was honored as a “Rising Star” by the Colorado Springs Business Journal.  

Outside of work, I am first and foremost a devoted husband and father of two boys. I am also a former committee chair of the Peak Vista Community Health Centers “Breakfast of Champions.” With whatever time I have left, I enjoy running, skiing, playing golf, coaching my sons’ baseball teams and proudly claim the title of “wine geek.”
    Key questions to ask about retirement
    With nearly 20 years of experience focused on retirement, I have encountered just about every concern of clients planning for, approaching or in retirement. As you think about your own retirement, here are some things to consider.

    When do I want to retire?
    This is one of the most basic questions, and one of the most personal. Some people want to retire as soon as they possibly can, while others can’t conceive of not working. I help my clients work out how they want to spend this portion of their lives. 

    Will I have enough money?
    More than anything else, this is what keeps people up at night. It’s an important question, of course, but with careful planning and a realistic approach to unexpected expenses, I help clients retire with confidence. 

    “Hard” or “soft” retirement?
    Many people don’t want to stop working, exactly – instead, they want to re-shape what work looks like. Some become part time consultants in the same field. Others explore a new kind of work, paid or unpaid. Together, we can envision your long-term future. 

    What about medical expenses?
    With so much uncertainty around both health and health care, this is easily the second biggest “up at night” concern. It can be a daunting issue. But with clear-eyed planning and in-depth knowledge of your many options, I can help you both prepare for and manage medical issues as they occur. 

    “What if …?”
    The future is full of promise, as well as ambiguity. It’s important to plan for scenarios that could blindside your retirement. Inflation, market downturns, economic uncertainty – my experience and broad view help prepare for the unexpected.
      Why clients choose to work with me
      More than anything, I am proud of the strong relationships I have with my clients. More than one-third of my current clients were referred by other clients. Many came to me when they were still working, and are now enjoying their retirements. Among the reasons clients choose to work with me … and stay with me:

      Focus on retirement
      Retirement is complicated; it demands thoughtful planning and in-depth knowledge of areas like investment, insurance, Social Security, legacy planning and many others. That’s why clients value my focus on retirement. 

      Big picture approach
      Retirement isn’t a single event, like a birthday – it’s a long-term, evolving stage of life. I help clients articulate and prioritize their goals, and create strategies to achieve them.  

      Personal connection
      I believe in frank, open communication and contact every client at least once per quarter. I am always available when clients need me and I answer my own phone. Connecting with my clients is one of my favorite parts of my professional life. 

      Taking care of the details
      There are a lot of moving parts associated with retirement. Multiple IRAs and/or 401(k)s, Social Security, non-retirement assets, assorted risk management products. I help ensure that things are done right, on time and with minimal headaches for you. 

      Affiliation with Morgan Stanley
      With all the complexities of retirement, it’s comforting to have the resources, financial stability and expertise of a global leader like Morgan Stanley behind you. Retirement is for the long-term – you can count on Morgan Stanley to be here when you need them.

        Location

        121 South Tejon St
        Suite 700
        Colorado Springs, CO 80903
        US
        Direct:
        (719) 577-6317(719) 577-6317
        Toll-Free:
        (800) 225-1163(800) 225-1163
        Fax:
        (719) 473-3940(719) 473-3940
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
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        Investing

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        • Asset Management
        • Wealth Planning
        • Traditional Investments
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        • Impact Investing
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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
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        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
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        Ready to start a conversation? Contact Andrew J Burwell today.
        Market Information Delayed 20 Minutes
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