Adam Burch, CFP®

Advisor/Director of Financial Planning

Adam joined the Briaud team in 2013 and is passionate about seeing money become a positive influence in the lives of clients and in the world around them. Adam chose to pursue a career in financial planning because, while he’s analytical by nature, he thrives on helping others personally. At Briaud, he’s able to combine both qualities to help clients reach their goals. Particular areas of interest for Adam include charitable giving, special needs planning, and retirement planning.

Before coming aboard, he was Manager of Supply Chain Planning and Analysis at Houston-based Sysco Corporation, where he provided valuable financial analysis for high-profile corporate initiatives. Adam graduated summa cum laude with a B.B.A. in Finance from the University of Houston, and received a Master’s degree in Agribusiness from Texas A&M University.

Outside the office, Adam and his wife Dana enjoy going on adventures with their two energetic daughters.  Adam also serves on the Financial Council and on the College Ministry team at Christ United Methodist Church. He’s a self-professed baseball nerd who enjoys running, reading, perfecting his barbecue, and Aggie gamedays.

Adam Burch, CFP®'s Latest Blog Posts

Why You Need an Emergency Fund

What would happen if you experienced a medical issue and had to go without a paycheck for 90 days? How would you survive financially? Would you have to rely on credit cards, a home equity line of credit, or some other kind of loan? Do you have an emergency fund that will allow you to navigate […]

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