About
Burleson & Company is a consulting and advisory firm that guides individuals, families, and businesses through the complexities of wealth management, strategic financial planning, and venture capital investments. Founded in April 2025 and headquartered in Petaluma, California, the firm has earned trust for its thoughtful approach to helping clients pursue clarity, sustainable growth, and legacy preservation in an evolving financial environment. The firm was founded and is led by James Burleson, an experienced advisor and entrepreneur with a strong background in finance, operations, and consulting. Over the years, they have developed extensive expertise in portfolio management, private equity, risk mitigation, and family office advisory services.