Burleson & Company

Burleson & Company is a consulting and advisory firm dedicated to helping individuals, families, and businesses navigate the complexities of wealth management, strategic financial planning, and venture capital investments. Founded in April 2025 and based in Petaluma, California, the firm has earned a trusted reputation for guiding clients toward clarity, growth, and legacy preservation within an ever-changing financial environment.

The firm’s founder and principal advisor, James Burleson, brings extensive experience in finance, operations, and consulting. Over the years, James has developed deep expertise in portfolio management, private equity, risk mitigation, and family office advisory services. Their leadership emphasizes genuine relationships that center on clients’ goals, values, and long-term vision rather than purely financial outcomes. James believes successful financial management starts with understanding each client’s unique situation.