Case Study: Burgess Wealth Advisory passes a surprise audit with Riskalyze

Burgess Wealth Advisory - Customer Case Study

Burgess Wealth Advisory, led by sole owner Jeffrey Burgess, is a solo RIA in Richmond, Virginia that needed a simple way to manage client risk, support fiduciary conversations, and stay prepared for compliance reviews. The firm used Riskalyze, the risk alignment platform, as part of its tech stack to help align portfolios with client risk tolerance.

With Riskalyze, Jeffrey could show clients clear risk data, historical ranges, and portfolio correlations, and he could quickly prove investment objectives during a surprise State Corporate Commission audit. The result was a smooth audit in under one hour, with the auditors stopping as soon as they reviewed the Riskalyze data; Riskalyze also helped improve client service and support new business by making portfolio misalignment easy to explain.

Burgess Wealth Advisory

Jeffrey Burgess

Founder