Burleson & Company

(They/Them)

Petaluma

As seen in: Still Becoming...

Covers: Wealth Management, Venture Capital, Financial Planning, Investments

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Burleson & Company’s Biography

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Burleson & Company is a consulting and advisory firm that guides individuals, families, and businesses through complex areas of wealth management, financial planning, and venture capital. Established in April 2025 and headquartered in Petaluma, California, the firm has earned a reputation for helping clients find clarity, growth, and long-term stability in a constantly changing financial environment.

The firm was founded and is led by James Burleson, an experienced advisor and entrepreneur with…

Burleson & Company’s Journalist Portfolio